Relationship Banker

Bank of America

. Engage clients in the lobby and educate them on banking services .

Posted 9/21/2026full-timeSan Francisco • California • 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 banking services and financial solutions. Proficient in cash handling, transaction processing, and adhering to regulatory requirements in a fast-paced financial services environment.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingMobile BankingOnline BankingATM EducationFinancial Services Products KnowledgeSales Goal AchievementTime ManagementProblem-SolvingCritical Thinking

Soft Skills

Relationship BuildingEnthusiasmMotivationCollaborationAdaptability

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Banking ServicesRisk CultureOperational ExcellenceRegulatory ComplianceFinancial Center Management

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on banking services
Assist clients with transactions through mobile banking, online banking, and ATMs
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 strive for operational excellence
Build relationships with clients to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with small business, lending, and investment experts
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
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
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 self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines while adhering to 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 location within a reasonable distance
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
FDIC and Loan Originators regulatory requirements may restrict hiring based on criminal history

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Paid time off
Resources and support to employees
Base salary compensation
Benefits eligibility