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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist with self-service transactions through mobile banking, online banking, and ATMs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and relationship building, with a strong focus on financial services products and solutions. Proficient in cash handling and self-service transaction education, while adhering to regulatory standards and operational excellence.
Highest-signal resume keywords
Financial Services ExperienceCash Handling ExperienceSales ExperienceClient Relationship ManagementEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transactions ProcessingSelf-Service Transactions EducationFinancial Products KnowledgeCritical ThinkingProblem-Solving
Soft Skills
Collaboration SkillsRelationship-Building SkillsMotivationAdaptabilityTime Management
Tools & Technologies
Mobile BankingOnline BankingATMs
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Risk CultureOperational ExcellenceFinancial GoalsClient ExperienceSales Goals
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with self-service transactions through mobile banking, online banking, and ATMs
- Accurately and efficiently process cash transactions
- Hold 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 operational excellence standards
- Build client relationships to meet financial needs
- Follow processes and guidelines while adhering to applicable 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 intense 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 transactions
- Strong critical thinking and problem-solving skills
- Adherence to established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours, including at any financial center within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
- 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
Benefits
Comp & perks- Industry-leading benefits
- Paid time off
- Resources and support to employees
- Base salary compensation
- Benefits eligibility