Relationship Banker

Bank of America

. Engage clients in the lobby and educate them on self-service banking resources .

Posted 10/5/2026full-timeRaleigh • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify tailored financial solutions and drive operational excellence.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile BankingOnline BankingATM TransactionsFinancial Products Knowledge

Soft Skills

Relationship BuildingCritical ThinkingProblem SolvingTime ManagementAdaptability

Tools & Technologies

Self-Service Banking Technologies

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceRisk Culture

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
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 relationships with clients to meet financial needs
Partner with small business, lending, and investment experts 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

High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
Passion, commitment and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients based on their needs
Effective and confident communication; comfortable engaging all clients
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with laws and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
Experience in financial services and knowledge of financial services products and solutions (desired)
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (desired)
Six months of cash handling experience (desired)
Bachelor’s Degree or business-relevant Associate’s Degree (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office flexibility based on role-specific responsibilities and business needs