Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through self-service resources .

Posted 9/18/2026full-timeColumbia • South Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively managing cash transactions and adhering to established processes and regulations. Capable of educating clients on banking solutions and driving a positive client experience.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeEffective CommunicationProblem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsFinancial Services Industry KnowledgeSales ExperienceATM TransactionsOnline BankingMobile BankingTime ManagementCapacity Management

Soft Skills

EnthusiasticSelf-StarterCollaborationRelationship BuildingCritical Thinking

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial CenterOperational ExcellenceRisk CultureClient ExperienceSales Goals

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through self-service resources
Process cash transactions accurately and efficiently
Conduct in-depth conversations with clients to understand their 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 to grow business knowledge and network
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
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
Ability to identify 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 transactions
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
May be scheduled at any financial center location within a reasonable distance
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)

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
Full-time schedule, 40 hours per week