Relationship Banker

Bank of America

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

Posted 10/5/2026full-timeLakeway • Texas • United StatesJuniorWebsite

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 educating clients about self-service banking solutions and managing cash transactions. Proven ability to build relationships, drive client experiences, and adhere to regulatory guidelines.

Highest-signal resume keywords

Financial Services ExperienceCash Handling ExperienceSales ExperienceBilingual SpanishClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions AssistanceFinancial Products Knowledge

Soft Skills

Effective CommunicationRelationship-BuildingCritical ThinkingProblem-SolvingTime Management

Tools & Technologies

Self-Service Banking TechnologiesTechnology Platforms

Industry Keywords

Operational ExcellenceRisk CultureFinancial GoalsEstablished ProcessesGuidelines Compliance

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
Process cash transactions accurately and efficiently
Conduct in-depth conversations to understand clients’ financial and life priorities
Connect clients with solutions aligned to 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
Effective collaboration and relationship-building skills
Passion, commitment, and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients
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, guidelines, laws, and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
Bilingual Spanish highly desired
Experience in financial services and knowledge of financial services products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor’s degree or business-relevant associate degree in business management, business administration, or finance is desired

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility
Salary plus incentive environment