Relationship Banker

Bank of America

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

Posted 10/22/2026full-timeOdessa • Texas • United StatesMid-LevelSeniorWebsite

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 managing cash transactions and adhering to compliance regulations. Possesses the ability to educate clients on self-service banking technologies and identify tailored financial solutions.

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 TransactionsSelf-Service Banking TechnologiesFinancial Solutions IdentificationTime ManagementProblem-Solving

Soft Skills

Relationship BuildingMotivationCollaborationAdaptabilityCritical Thinking

Tools & Technologies

ATMOnline BankingMobile Banking

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceRisk CultureCompliance

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through self-service resources
Accurately and efficiently process cash transactions
Conduct 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 relationships with clients to meet financial needs
Follow established processes and guidelines and comply with applicable 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 intense focus on results
Collaborates effectively and builds and nurtures strong relationships
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 and comfort engaging all clients
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on self-service banking technologies, including ATM, online banking, and mobile banking
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines while adhering to applicable laws and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours, including at any financial center within a reasonable commuting distance
Minimum high school diploma, GED, secondary school or equivalent
Experience in financial services and knowledge of financial services industry, 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’s Degree preferred

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
40 hours per week