Relationship Banker

Bank of America

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

Posted 9/23/2026full-timeMooresville • North Carolina • 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 a solid understanding of financial services products and solutions, with a focus on achieving sales goals and operational excellence.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TransactionsFinancial Products KnowledgeSales TechniquesRisk ManagementOperational ExcellenceTime ManagementProcess Compliance

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingAdaptabilityEnthusiasm

Tools & Technologies

Self-Service TechnologiesBanking Platforms

Industry Keywords

Financial ServicesClient ExperienceSales GoalsRegulationsGuidelines

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Have deep 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 client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with small business, lending, and investment experts 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

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Collaborates effectively and builds strong relationships
Passion, commitment, and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients
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 technologies
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 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
High school diploma, GED, secondary school or equivalent required
Bachelor’s degree or business-relevant associate degree preferred

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
Salary plus incentive environment mentioned for relevant sales experience