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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other 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 cash handling, transaction processing, and educating clients on self-service technologies. Proven ability to build relationships, drive client experiences, and adhere to regulatory guidelines while achieving sales goals.
Highest-signal resume keywords
Cash Handling ExperienceFinancial Services KnowledgeClient EngagementSales ExperienceEffective Communication 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 Transactions ProcessingSelf-Service Technologies EducationMobile BankingOnline BankingATM OperationsSales Goal AchievementFinancial Solutions IdentificationOperational ExcellenceRisk Culture ExecutionTime Management
Soft Skills
Relationship BuildingCritical ThinkingProblem-SolvingCollaborationMotivation
Certifications & Qualifications
High School DiplomaGEDSecondary School Equivalent
Industry Keywords
Financial ServicesClient ExperienceComplianceFinancial ProductsBusiness Knowledge
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
- Accurately and efficiently process cash transactions
- Conduct deep conversations with clients to understand their 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 relationships with clients to meet financial needs
- Follow established processes and guidelines while adhering to applicable laws and regulations
- Grow business knowledge and network by partnering 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- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- Ability to collaborate effectively and build and nurture strong relationships
- Passion, commitment and drive to improve clients’ financial lives
- Confidence identifying solutions for new and existing clients based on their needs
- Effective and confident communication skills; comfortable engaging all clients
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on self-service technologies, including ATM, online banking, and mobile banking
- Strong critical thinking and problem-solving skills
- Ability to follow established processes and guidelines and comply with applicable 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 industry, 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
- High School Diploma / GED / Secondary School or equivalent
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- In-office culture supporting collaboration, engagement, and career development
- Appropriate level of flexibility based on role-specific responsibilities and business needs