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 9/18/2026full-timePortland • Oregon • 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 managing cash transactions and adhering to banking regulations. Possesses a solid understanding of financial services products and solutions to enhance client experiences and meet their financial goals.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeEffective CommunicationProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial Services ProductsSales ExperienceTime ManagementProcess Compliance

Soft Skills

Relationship BuildingCritical ThinkingAdaptabilityMotivationCollaboration

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Banking RegulationsFinancial GoalsClient ExperienceOperational ExcellenceSales Goals

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 for clients as needed
Hold 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, guidelines, 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 intense focus on results
Ability to collaborate effectively and build and nurture strong relationships
Passion, commitment and drive to deliver an experience that improves 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 simple banking transactions through 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
Ability to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance
Desired: experience in financial services and knowledge of financial services products and solutions
Desired: one year of demonstrated 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 such as business management, business administration, or finance

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, build a career, and make an impact
In-office culture supporting collaboration, engagement, and career development
40 hours per week