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Relationship Banker
Bank of America. Engage clients in the lobby and educate them about self-service resources .
Posted 11/4/2026full-timeStockton • California • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite
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 self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationSales Experience
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 TransactionsFinancial Solutions
Soft Skills
EnthusiasticSelf-StarterCollaborationCritical ThinkingTime Management
Tools & Technologies
Self-Service TechnologiesTechnology Platforms
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial ServicesSales GoalsOperational ExcellenceRisk Culture
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them about self-service resources
- Assist clients with mobile banking, online banking, ATM, and other 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 relationships with clients to meet financial needs
- Partner with experts in small business, lending, and investments
- 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 needs
- Effective and confident communication; 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 and guidelines and comply with 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
- Six months of cash handling experience (desired)
- One year of successful sales experience in a salary plus incentive environment with individual sales goals (desired)
- Experience and knowledge of financial services industry, products, and solutions (desired)
- Bachelor’s Degree or business-relevant Associate’s Degree (desired)
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Paid time off
- Resources and support to employees
- Base salary compensation
- Benefits eligibility