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 10/27/2026full-timeSan Antonio • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core 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 cash handling, transaction processing, and compliance with regulations. Proven ability to build relationships, educate clients on banking solutions, and drive exceptional client experiences.

Highest-signal resume keywords

Cash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication SkillsProblem-Solving Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Products KnowledgeSales Goal AchievementTime ManagementCompliance with RegulationsClient Needs AssessmentFinancial Goal Solutions

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityCritical Thinking

Certifications & Qualifications

Bachelor’s DegreeAssociate Degree in Business ManagementAssociate Degree in Business AdministrationAssociate Degree in Finance

Industry Keywords

Financial ServicesClient ExperienceRisk CultureOperational ExcellenceSales Incentive Environment

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 with 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 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
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 skills; 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 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
Flexibility to work weekends and/or extended hours as needed
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
Bachelor’s degree or business-relevant associate degree such as business management, business administration, or finance
Bilingual Spanish highly desired

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations
Training at one financial center with potential movement to another location within a reasonable commuting distance
Full-time schedule, 40 hours per week