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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources .
Core Competencies
Role fitCore 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. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience
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 Transactions ProcessingFinancial Services Products KnowledgeSelf-Service Technologies EducationTime ManagementProblem-Solving
Soft Skills
Relationship-BuildingCollaborationMotivationAdaptabilityWork Ethic
Tools & Technologies
Mobile BankingOnline BankingATM
Industry Keywords
Financial Center OperationsRisk CultureOperational ExcellenceSales GoalsClient Experience
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
- Accurately and efficiently process cash transactions for clients
- 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 pursue operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes and guidelines while adhering to applicable 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- High School Diploma / GED / Secondary School or equivalent
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense 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 self-service technologies
- Strong critical thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- 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’s Degree such as business management, business administration, or finance
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