Relationship Banker

Bank of America

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

Posted 11/7/2026full-timeBoca Raton • Florida • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement and relationship-building capabilities while effectively educating clients on financial services products. Proficient in cash handling and transaction processing, with a focus on operational excellence and adherence to regulations.

Highest-signal resume keywords

Cash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication SkillsRelationship-Building Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationTime ManagementProblem-Solving SkillsCritical ThinkingSales Goals AchievementOperational ExcellenceRegulatory Compliance

Soft Skills

Enthusiastic Self-StarterCollaboration SkillsAdaptabilityMotivationFocus on Results

Certifications & Qualifications

High School DiplomaGEDAssociate's Degree in Business ManagementBachelor's Degree in Business Administration or Finance

Industry Keywords

Financial ServicesClient ExperienceRisk CultureFinancial GoalsBusiness Knowledge

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Hold in-depth conversations with clients to understand their 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 relationships with clients 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

High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Strong collaboration and relationship-building skills
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
Ability to work weekends and/or extended hours
Ability to work at any financial center location within a reasonable distance when scheduled
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
Bachelor’s Degree or business-relevant Associate’s Degree in business management, business administration, or finance is desired

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