Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs .

Posted 11/12/2026full-timeJacksonville • Florida • 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 services and transactions. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationTime ManagementProblem-SolvingFinancial Needs AssessmentOperational ExcellenceRisk Culture ExecutionSales Goal Achievement

Soft Skills

Enthusiastic Self-StarterRelationship BuildingCollaborationAdaptabilityMotivation

Certifications & Qualifications

High School DiplomaGEDBachelor's DegreeAssociate's Degree in Business ManagementAssociate's Degree in Business AdministrationAssociate's Degree in Finance

Industry Keywords

Financial ServicesClient ExperienceFinancial GoalsComplianceSales Incentive Environment

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Have deep conversations with clients to understand their financial and life priorities
Connect clients with 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
Collaborates effectively and builds 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 transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours
Must be able to work at any financial center location within a reasonable distance when scheduled
High School Diploma / GED / Secondary School or equivalent
Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration, or finance is desired
Experience in financial services and knowledge of financial services products and solutions is desired
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals is desired
Six months of cash handling experience is 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
In-office culture supporting collaboration, engagement, and career development