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 11/7/2026full-timeVentura • California • 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 expertise in client engagement and relationship building within the financial services sector, with a strong focus on cash handling, transaction processing, and educating clients on banking technologies. Proven ability to drive client experience and meet financial needs through effective communication and problem-solving skills.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication

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 ProcessingFinancial Products KnowledgeSales Goals AchievementATM Technology EducationOnline Banking EducationMobile Banking Education

Soft Skills

Critical ThinkingProblem-SolvingRelationship BuildingAdaptability

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureClient ExperienceSelf-Service Technologies

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
Conduct in-depth conversations to understand clients’ financial and life priorities
Connect clients with solutions aligned with their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build client relationships to meet financial needs
Partner with experts in small business, lending, and investments
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
Must be able to work weekends and/or extended hours
Must be able to travel to any financial center location within a reasonable distance
Experience in financial services and knowledge of financial services industry, 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 (desired)
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
Effective communication and relationship-building skills
Ability to follow established processes, guidelines, laws, and regulations

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
Full-time, benefits-eligible role