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 9/18/2026full-timeCupertino • California • United StatesJunior💰 $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 managing cash transactions and adhering to financial regulations. Possesses a solid understanding of financial services products and solutions, with a commitment to enhancing clients' financial well-being.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsFinancial Services ProductsSales TechniquesATM Self-Service EducationOnline Banking EducationMobile Banking EducationProcess ComplianceRisk ManagementTime ManagementProblem-Solving

Soft Skills

Relationship BuildingCollaborationMotivationCritical ThinkingAdaptability

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceSales GoalsRegulatory Compliance

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 deep conversations to understand clients' financial and life priorities
Connect clients to solutions that meet clients' 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
Grow business knowledge and network by partnering 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

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
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 and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance
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
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
FDIC and Loan Originators hiring restrictions apply

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Paid time off
Resources and support for employees
Benefits eligibility