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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist 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 expertise in client engagement and financial services, with a strong focus on building relationships and educating clients on banking solutions. Proficient in cash handling and adhering to regulatory guidelines while driving operational excellence.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services KnowledgeEffective Communication SkillsProblem-Solving 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 ExperienceTime ManagementCapacity Management
Soft Skills
Strong Work EthicCollaborationRelationship BuildingAdaptabilityCritical Thinking
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial CenterRisk CultureOperational ExcellenceSales GoalsRegulatory Compliance
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
- Process cash transactions accurately and efficiently
- Conduct in-depth 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 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- High School Diploma / GED / Secondary School or equivalent
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable commuting distance
- Strong work ethic and focus on results
- Ability to collaborate effectively and build strong relationships
- 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
- Desired: experience in financial services and knowledge of financial services products and solutions
- Desired: one year of 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 physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- In-office flexibility based on role-specific responsibilities and business needs