Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 9/29/2026full-timeYorktown Heights • New York • United StatesJunior💰 $25 - $27 per hourWebsite

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 self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Product KnowledgeSales Goal AchievementTime ManagementOperational Excellence

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingMotivationCollaboration

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesRisk CultureClient ExperienceSales Incentive EnvironmentCompliance

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Conduct deep 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 and guidelines while adhering to applicable laws and regulations
Grow business knowledge and network by partnering with experts in small business, lending, and investments
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
Effective and confident communication; comfortable engaging all clients
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
Follows established processes, guidelines, laws, and regulations
Efficient time and capacity management
Flexible to work weekends and/or extended hours as needed
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
Minimum high school diploma, GED, secondary school, or equivalent
Bachelor's Degree or business-relevant Associate's Degree is desired

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support to employees
Base salary compensation
Not incentive eligible