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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, and ATMs .
Core Competencies
Role fitCore 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 financial services, including mobile banking, online banking, and ATMs. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCommunication 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 TransactionsMobile BankingOnline BankingATM TransactionsFinancial Products KnowledgeSales Goals AchievementProcess ComplianceTime ManagementOperational ExcellenceRisk Culture Execution
Soft Skills
Relationship BuildingCollaborationCritical ThinkingProblem SolvingMotivation
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial ServicesClient ExperienceComplianceSales IncentivesFinancial Center Management
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them 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 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 and guidelines while complying with 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
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 skills
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on ATM, online banking, and mobile banking transactions
- Strong critical thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours
- Ability to travel to any financial center location within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
- 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- Opportunities to learn, grow, and make an impact
- Inclusive workplace
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- Flexible work arrangements based on role-specific considerations
- Salary plus incentive environment referenced for desired sales experience