Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with self-service resources .

Posted 9/17/2026full-timeHouston • 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 solutions. Proficient in cash handling and transaction processing, with a focus on operational excellence and compliance with regulations.

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 Transaction ProcessingMobile Banking AssistanceOnline Banking AssistanceATM Transaction EducationFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime ManagementProblem-SolvingSales Goal Achievement

Soft Skills

Relationship-BuildingCollaborationEnthusiasmMotivationAdaptability

Industry Keywords

Financial ServicesClient ExperienceComplianceBusiness ManagementBusiness AdministrationFinanceSmall-Business PartnershipsInvestment KnowledgeLending ExpertiseBilingual Spanish

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with self-service 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 that meet their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
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

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 and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Results-focused approach while acting in the client’s best interest
Flexibility to work weekends and/or extended hours as needed
Spanish bilingual ability highly desired
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 degree in business management, business administration, finance, or a related field desired

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations
Salary plus incentive environment mentioned for relevant sales experience