Relationship Banker

Bank of America

. Engage clients in the lobby and educate them about self-service banking resources .

Posted 10/14/2026full-timeDublin • Ohio • United StatesMid-LevelSeniorWebsite

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 self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile BankingOnline BankingATM TransactionsFinancial Services Products Knowledge

Soft Skills

Relationship BuildingCollaborationCritical ThinkingProblem SolvingTime Management

Tools & Technologies

Self-Service Banking Technologies

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureSales GoalsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
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 pursue operational excellence
Build relationships with clients to meet financial needs
Follow established processes and guidelines while adhering to applicable 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 (minimum education requirement)
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Effective collaboration and relationship-building abilities
Passion, commitment, and drive to improve clients' financial lives
Ability to identify solutions for new and existing clients based on their needs
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, guidelines, laws, and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours
Must be able to work at any financial center location within a reasonable distance when scheduled
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

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
40 hours per week