Relationship Banker

Bank of America

. Engage clients in the lobby and educate them about self-service banking resources .

Posted 11/6/2026full-timeSaint Petersburg • Florida • United StatesMid-LevelSeniorWebsite

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, with a strong focus on financial solutions and self-service banking technologies. Proficient in cash handling and operational excellence while adhering to established guidelines and regulations.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingSelf-Service Banking EducationMobile Banking AssistanceOnline Banking AssistanceATM Operations

Soft Skills

Relationship BuildingCritical ThinkingTime ManagementAdaptabilityMotivation

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial Center OperationsSales ExperienceRisk CultureOperational ExcellenceClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service banking resources
Assist clients with transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients with solutions aligned to 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
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 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
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
Financial services experience and industry knowledge desired
One year of successful sales experience in a salary plus incentive environment desired
Six months of cash handling experience desired
Bachelor's Degree or business-relevant Associate’s Degree desired

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
Inclusive workplace culture
Appropriate level of flexibility based on role-specific responsibilities and business needs
Salary plus incentive environment (for qualifying sales experience)