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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services products, mobile banking, and cash transactions. Possesses critical-thinking abilities to identify solutions that align with clients' financial goals and a commitment to operational excellence.
Highest-signal resume keywords
Client Relationship ManagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceBilingual Skills in Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationFinancial Services Products KnowledgeSales TechniquesTime ManagementProblem-SolvingCritical Thinking
Soft Skills
Effective CommunicationCollaborationMotivationAdaptabilityRelationship Building
Industry Keywords
Financial Center OperationsRisk CultureOperational ExcellenceClient ExperienceSales Goals
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
- Accurately and efficiently process cash transactions
- Conduct in-depth conversations to understand clients’ financial and life priorities
- Connect clients with solutions aligned to their financial goals
- Execute the bank’s risk culture and pursue operational excellence
- Build client relationships to meet financial needs
- Follow established processes and guidelines while adhering to laws and regulations
- Partner with experts in small business, lending, and investments to grow business knowledge and networks
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
Requirements
What you’ll need- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Effective collaboration and relationship-building skills
- Passion, commitment, and drive to improve clients’ financial lives
- Ability to identify solutions for new and existing clients based on their needs
- Effective and confident communication skills
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on ATM, online banking, and mobile banking transactions
- Strong critical-thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours
- Ability to travel to any financial center location within a reasonable distance
- Experience in financial services and knowledge of financial services products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash-handling experience
- Bilingual skills in Spanish, written and verbal
- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
- Bachelor’s Degree or business-relevant Associate’s Degree listed as a desired qualification
Benefits
Comp & perks- Inclusive workplace commitment
- Opportunities to learn and grow
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- Opportunities to make an impact in communities
- In-office culture with role-specific flexibility