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Relationship Banker
Bank of America. Engage clients in the lobby and educate them on self-service banking resources .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and financial services, with a strong focus on educating clients about self-service banking solutions and managing cash transactions. Proven ability to build relationships and drive client experiences while adhering to regulatory guidelines.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceProblem-Solving Skills
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 TransactionsMobile BankingOnline BankingATM TransactionsFinancial Products KnowledgeSales Goals AchievementProcess Adherence
Soft Skills
Effective CommunicationRelationship BuildingCritical ThinkingTime ManagementAdaptability
Tools & Technologies
Self-Service Banking Technologies
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesRisk CultureOperational ExcellenceClient ExperienceSmall Business Solutions
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 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 client relationships to meet financial needs
- Follow processes, guidelines, laws, and regulations
- Partner with small business, lending, and investment experts
- 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
- 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
- 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
- Adherence to established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
- 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
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Paid time off
- Resources and support to make an impact
- Benefits eligibility