Relationship Banker

Bank of America

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

Posted 11/2/2026full-timeSaint Petersburg • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client engagement and relationship building, with a strong focus on financial solutions and self-service banking education. Proficient in cash handling and transaction processing while adhering to operational excellence and risk management standards.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile BankingOnline BankingATM TransactionsFinancial Solutions IdentificationTime ManagementCritical ThinkingProblem-Solving

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityEnthusiasm

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceRisk CultureSales Goals

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service banking resources
Assist clients with transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients' financial and life priorities
Connect clients with solutions aligned to their financial goals
Execute the bank's risk culture and pursue operational excellence
Build client relationships to meet financial needs
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

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; comfortable engaging all clients
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking self-service transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, 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
Minimum High School Diploma, GED, Secondary School, or equivalent
Experience in financial services and knowledge of financial services industry, products, and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor's Degree or business-relevant Associate’s Degree preferred

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
In-office flexibility based on role-specific responsibilities and business needs
Salary plus incentive environment (for qualifying sales experience)