Relationship Banker

Bank of America

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

Posted 9/17/2026full-timeEscondido • California • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core 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 self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with financial solutions that meet their needs.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsSelf-Service BankingMobile BankingOnline BankingATM TransactionsFinancial Products KnowledgeSales Goals AchievementProcess ComplianceTime ManagementProblem-Solving

Soft Skills

EnthusiasticSelf-StarterRelationship BuildingAdaptabilityEffective Communication

Tools & Technologies

Banking Technology PlatformsSelf-Service Technologies

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceRisk CultureSales Environment

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service banking resources
Assist clients with mobile banking, online banking, ATM, and other self-service transactions
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 strive for 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
Train at one financial center and potentially move to another location within a reasonable commuting distance

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; comfortable engaging all clients
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
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance
Experience in financial services and knowledge of financial services industry, 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 in business management, business administration, or finance (desired)

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture with role-specific flexibility based on business needs
Training at one financial center
Base salary compensation (not incentive eligible)