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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 .
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 solutions and self-service technologies. Possesses critical-thinking abilities to identify client needs and drive operational excellence within established guidelines.
Highest-signal resume keywords
Client EngagementCash Transaction ProcessingFinancial Services ExperienceEffective CommunicationProblem-Solving Skills
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 HandlingMobile BankingOnline BankingATM Self-ServiceSales ExperienceFinancial Goal AlignmentOperational ExcellenceTime ManagementProcess AdherenceFinancial Center Management
Soft Skills
Relationship BuildingEnthusiasmMotivationAdaptabilityCollaboration
Certifications & Qualifications
High School DiplomaGEDAssociate Degree
Industry Keywords
Financial ServicesClient ExperienceRisk CultureSales GoalsRegulatory Compliance
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 to understand clients’ financial and life priorities
- Connect clients to solutions aligned with 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 experts in small business, lending, and investments 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 skills
- Passion, commitment, and drive to improve clients’ financial lives
- Ability to identify 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 technologies
- Strong critical-thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours
- May be scheduled at any financial center within a reasonable distance
- Minimum education: High School Diploma / GED / Secondary School or equivalent
- 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 to employees
- In-office culture supporting collaboration, engagement, and career development
- Opportunities to learn, grow, and make an impact