Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 9/24/2026full-timeFort Worth • Texas • 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 financial services and self-service technologies. Exhibits critical thinking, problem-solving abilities, and adherence to established processes and regulations in a fast-paced financial environment.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceBilingual Skills in Spanish

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash Transactions ProcessingFinancial Services Products KnowledgeMobile Banking EducationOnline Banking EducationATM Self-Service Education

Soft Skills

Effective CommunicationRelationship BuildingCritical ThinkingProblem-SolvingTime Management

Certifications & Qualifications

High School DiplomaGEDAssociate Degree in Business ManagementBachelor's Degree in Business AdministrationBachelor's Degree in Finance

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureSales GoalsCompliance with Laws and Regulations

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients to solutions that meet their financial goals
Execute the bank’s risk culture and strive for operational excellence
Build relationships with clients to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with experts in small business, lending, and investments to grow business knowledge and network
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
Confidence identifying 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 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
Flexibility to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services products and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor’s degree or business-relevant associate degree in business management, business administration, or finance preferred
Bilingual skills in Spanish, written and verbal, preferred

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and reward for performance
In-office flexibility based on role-specific considerations