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Relationship Banker
Bank of America. Engage clients in the lobby and educate them about self-service resources .
Core Competencies
Role fitCore 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, including mobile and online banking. 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
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transactions ProcessingMobile Banking AssistanceOnline Banking AssistanceATM Transactions EducationFinancial Needs AssessmentOperational Excellence ExecutionTime ManagementCapacity Management
Soft Skills
Relationship BuildingCollaborationCritical ThinkingProblem SolvingEnthusiasm
Certifications & Qualifications
Bachelor's DegreeAssociate's DegreeHigh School Diploma
Industry Keywords
Financial Center OperationsRisk CultureSales GoalsFinancial ProductsClient Experience
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them about self-service resources
- Assist clients with mobile banking, online banking, and ATM transactions
- Accurately and efficiently process cash transactions
- Conduct 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 pursue operational excellence
- Build client relationships to meet financial needs
- Follow established 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 focus on results
- Effective collaboration and relationship-building abilities
- 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
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center within a reasonable distance
- Experience in financial services and knowledge of industry products and solutions preferred
- One year of successful sales experience in a salary plus incentive environment with individual sales goals preferred
- Six months of cash handling experience preferred
- Bachelor's Degree or business-relevant Associate’s Degree preferred
- High School Diploma / GED / Secondary School or equivalent required
Benefits
Comp & perks- Benefits eligible
- Paid time off
- Resources and support to employees
- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact