Relationship Banker

Bank of America

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

Posted 10/6/2026full-timeCharlotte • North Carolina • United StatesMid-LevelSeniorWebsite

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 financial solutions and self-service technologies. Exhibits critical thinking, problem-solving abilities, and adherence to established processes and regulations in a financial services environment.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile BankingOnline BankingATM OperationsFinancial Solutions IdentificationTime ManagementCapacity ManagementSales Goal AchievementRegulatory ComplianceProblem-Solving

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityFocus on Results

Tools & Technologies

Self-Service TechnologiesBanking Platforms

Industry Keywords

Financial ServicesClient ExperienceRisk CultureOperational ExcellenceSales Incentive Environment

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources
Accurately and efficiently process cash transactions for clients
Conduct deep 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 and guidelines while adhering to applicable laws and regulations
Partner with experts in small business, lending, and investments 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 intense 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
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
Focus on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Six months of cash handling experience preferred as a desired qualification
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred as a desired qualification
Experience in financial services and knowledge of financial services industry, products and solutions preferred as a desired qualification
Bachelor's Degree or business-relevant Associate’s Degree preferred as a desired qualification

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
In-office flexibility based on role-specific responsibilities and business needs