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Relationship Banker
Bank of America. Engage clients in the lobby and educate them on 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 mobile banking, online banking, and ATM transactions. Possesses critical thinking and problem-solving abilities to connect clients with financial solutions that meet their needs.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services ExperienceEffective Communication SkillsTime Management
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 TransactionsMobile BankingOnline BankingATM TransactionsSales Experience
Soft Skills
Enthusiastic Self-StarterRelationship BuildingCritical ThinkingProblem-SolvingAdaptability
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial GoalsRisk CultureOperational ExcellenceEstablished ProcessesLaws and Regulations
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them on self-service resources
- Assist clients with mobile banking, online banking, and ATM transactions
- Accurately and efficiently process cash transactions
- Conduct in-depth conversations to understand clients' financial and life priorities
- Connect clients with solutions that meet 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 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- Minimum education requirement: 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 work at any financial center location within a reasonable distance
- Desired: financial services experience and industry knowledge
- Desired: one year of 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
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- In-office flexibility based on role-specific responsibilities and business needs