Relationship Banker

Bank of America

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

Posted 11/7/2026full-timeVentura • California • United StatesMid-LevelSenior💰 $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 transactions. Proficient in cash handling and adhering to regulatory guidelines to ensure operational excellence.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TransactionsFinancial Services ProductsSales ExperienceTime ManagementProcess AdherenceRisk Culture ExecutionOperational Excellence

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityCritical Thinking

Industry Keywords

Financial CenterClient ExperienceBusiness KnowledgeLendingInvestmentsRegulatory ComplianceSales GoalsFinancial NeedsClient SolutionsTraffic Management

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service 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 strive for operational excellence
Build client relationships to meet financial needs
Follow established processes and guidelines while adhering to applicable laws and regulations
Grow business knowledge and networks 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

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Must be able to work weekends and/or extended hours
Must be able to travel to any financial center location within a reasonable distance
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
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
Desired: experience in financial services and knowledge of financial services products and solutions
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’s Degree such as business management, business administration, or finance

Benefits

Comp & perks

Base salary compensation
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Recognition and rewards for performance
Support for physical, emotional, and financial wellness