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 11/9/2026full-timeHouston • Texas • 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 financial services, with a strong focus on cash handling, transaction processing, and compliance with regulations. Proven ability to build relationships and identify tailored solutions to enhance clients' financial well-being.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial Products KnowledgeSales Goals AchievementProcess ComplianceRisk ManagementTime ManagementProblem Solving

Soft Skills

Relationship BuildingMotivationCollaborationAdaptabilityCritical Thinking

Certifications & Qualifications

Bachelor’s DegreeAssociate Degree in Business ManagementAssociate Degree in Business AdministrationAssociate Degree in Finance

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceSales EnvironmentRegulatory Compliance

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
Conduct deep 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 small business, lending, and investment experts to grow business knowledge and networks
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

Requirements

What you’ll need

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Collaborates effectively and builds strong relationships
Passion, commitment, and drive to improve clients’ financial lives
Ability to identify 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 self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services 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 degree in business management, business administration, or finance preferred

Benefits

Comp & perks

Inclusive workplace commitment
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
Opportunities to learn, grow, and make an impact
Full-time schedule, 40 hours per week
Potential flexibility based on role-specific considerations