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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 expertise in client engagement and financial services, with a strong focus on educating clients about mobile and online banking solutions. Proven ability to manage cash transactions and drive client experience while adhering to regulatory guidelines.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCritical Thinking
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 TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial Products Knowledge
Soft Skills
Effective CommunicationProblem-SolvingRelationship BuildingAdaptability
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesOperational ExcellenceRisk CultureClient ExperienceSales Goals
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 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 client relationships to meet financial needs
- Follow established processes, guidelines, laws, and regulations
- Partner 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- High School Diploma / GED / Secondary School or equivalent
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- 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
- Effective communication and confident client engagement
- Desired: experience in financial services and knowledge of financial services products and solutions
- Desired: one year of demonstrated 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- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Career development opportunities
- Full-time schedule, 40 hours per week