Relationship Banker

Bank of America

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

Posted 10/27/2026full-timeAustin • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client engagement and relationship building to enhance financial outcomes, while adhering to established processes and regulations. Proficient in cash handling and self-service banking technologies, with a strong focus on operational excellence and client experience.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceBilingual Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsSelf-Service BankingFinancial Products KnowledgeSales Goals AchievementOperational Excellence

Soft Skills

Effective CommunicationRelationship BuildingCritical ThinkingProblem SolvingTime Management

Tools & Technologies

ATMOnline BankingMobile Banking

Industry Keywords

Financial ServicesBusiness ManagementBusiness AdministrationFinance

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with self-service banking resources
Accurately and efficiently process cash transactions
Conduct in-depth conversations to understand clients’ financial and life priorities
Connect clients with solutions that meet 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
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

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 self-service transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
Bilingual Spanish highly desired
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
Bachelor’s degree or business-relevant associate degree in business management, business administration, or finance (desired)

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Teammate physical, emotional, and financial wellness support
Recognition and rewards for performance
In-office flexibility based on role-specific considerations
Training at one financial center
Potential transfer to another location within a reasonable commuting distance, as permitted by law