Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs .

Posted 9/17/2026full-timeKingston • New York • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core 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 and self-service technologies. Capable of managing cash transactions and adhering to established processes and regulations to drive operational excellence.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TechnologiesFinancial Services ProductsSales Goals AchievementProcess ComplianceRisk ManagementTime ManagementProblem-Solving

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityCritical Thinking

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceSales EnvironmentBusiness Management

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
Have deep conversations with clients to understand their 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 established processes, guidelines, 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
Confidence identifying solutions for new and existing clients
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 applicable laws and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
High School Diploma / GED / Secondary School or equivalent
Ability to work 40 hours per week
Six months of cash handling experience (desired)
One year of successful sales experience in a salary plus incentive environment with individual sales goals (desired)
Experience in financial services and knowledge of financial services products and solutions (desired)
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (desired)

Benefits

Comp & perks

Competitive benefits supporting physical, emotional, and financial well-being
Benefits eligibility
Paid time off
Resources and support for employees
Base salary compensation
Flexible work arrangements depending on role