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 .

Posted 10/5/2026full-timeFort Myers • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and relationship building to effectively meet financial needs while adhering to established processes and regulations. Proficient in educating clients on mobile banking, online banking, and ATM technologies to enhance the client experience.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TechnologiesFinancial Products Knowledge

Soft Skills

Effective CommunicationRelationship BuildingProblem-SolvingAdaptabilityCritical Thinking

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureClient ExperienceSales Goals

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
Have deep conversations with clients to understand their 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, 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

High School Diploma / GED / Secondary School or equivalent
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
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
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, build a career and make an impact
Inclusive workplace with career development and performance recognition