Relationship Banker

Bank of America

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

Posted 11/6/2026full-timeRichmond • California • United StatesJunior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core 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 educating clients about self-service banking technologies and solutions. Proven ability to build relationships, manage cash transactions, and adhere to regulatory guidelines while driving operational excellence.

Highest-signal resume keywords

Client EngagementFinancial Services KnowledgeCash Handling ExperienceSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions AssistanceFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime ManagementSales Goal AchievementProblem-Solving

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityCritical Thinking

Tools & Technologies

Self-Service Banking TechnologiesTechnology Platforms

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesClient ExperienceRegulatory ComplianceSales Incentive EnvironmentFinancial Goals

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients to solutions aligned with 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 experts in small business, lending, and investments
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities
Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs

Requirements

What you’ll need

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Effective collaboration and relationship-building skills
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, guidelines, laws, and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours, including at any financial center within a reasonable commuting distance
Experience in financial services and knowledge of financial services 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
FDIC hiring restrictions apply regarding specified criminal history

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support for employees
Base salary compensation
Benefits eligibility