Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 9/24/2026full-timeDallas • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and communication skills while effectively managing cash transactions and financial center operations. Proficient in educating clients on mobile banking, online banking, and ATM self-service technologies to enhance the client experience.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceBilingual Skills in Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceSales Goals AchievementFinancial Products KnowledgeTime Management

Soft Skills

Critical ThinkingProblem-SolvingEffective CommunicationRelationship BuildingAdaptability

Certifications & Qualifications

High School DiplomaGEDAssociate’s DegreeBachelor's Degree

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceClient ExperienceSmall Business Solutions

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Conduct in-depth conversations to understand clients’ 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
Must be able to travel to 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 confident client engagement
Ability to efficiently manage time and capacity
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 such as business management, business administration, or finance (desired)
Bilingual skills in Spanish, written and verbal (desired)

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations