Relationship Banker

Bank of America

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

Posted 10/22/2026full-timeDanville • California • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively educating clients on mobile banking, online banking, and ATM 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 KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationTime Management

Soft Skills

Strong Work EthicCollaboration AbilitiesRelationship BuildingCritical ThinkingProblem Solving

Industry Keywords

Financial Center OperationsRisk CultureOperational ExcellenceSales GoalsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients with solutions aligned to their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
Grow business knowledge and networks by partnering with small business, lending, and investment experts
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

Requirements

What you’ll need

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Strong work ethic and focus on results
Effective collaboration and relationship-building abilities
Passion, commitment, and drive to improve clients’ financial lives
Ability to identify solutions based on client 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 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, potentially at any financial center within a reasonable commuting distance
Desired: financial services experience and industry knowledge
Desired: one year of 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 degree

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support for employees
Base salary compensation
Benefits eligibility