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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, and ATM 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, including mobile and online banking. 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 KnowledgeSales ExperienceEffective Communication Skills
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 ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationTime ManagementProblem-SolvingSales Goal AchievementFinancial Products Knowledge
Soft Skills
Relationship BuildingCollaborationMotivationAdaptabilityEnthusiasm
Certifications & Qualifications
High School DiplomaGEDAssociate’s DegreeBachelor's Degree
Industry Keywords
Financial ServicesRisk CultureOperational ExcellenceClient ExperienceBusiness Knowledge
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 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 strive for operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes and guidelines while adhering to applicable laws and regulations
- Grow business knowledge and network by partnering 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
- 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
- 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, guidelines, laws, and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours
- Ability to travel to any financial center location within a reasonable distance
- 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 such as business management, business administration, or finance preferred
Benefits
Comp & perks- Inclusive workplace commitment
- Opportunities to learn, grow, and make an impact
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office flexibility based on role-specific considerations