Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 9/29/2026full-timeCathedral City • California • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

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 financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

Client Relationship ManagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Needs AssessmentOperational ExcellenceRisk Culture ExecutionTime ManagementSales Goal AchievementCompliance with Regulations

Soft Skills

Enthusiastic Self-StarterCollaboration SkillsProblem-Solving SkillsAdaptabilityFocus on Results

Certifications & Qualifications

High School DiplomaGEDBachelor's DegreeAssociate’s Degree in Business ManagementAssociate’s Degree in Business AdministrationAssociate’s Degree in Finance

Industry Keywords

Financial ServicesClient ExperienceSales EnvironmentFinancial ProductsOperational Guidelines

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients' financial and life priorities
Connect clients to 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 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 intense focus on results
Effective collaboration and relationship-building skills
Passion, commitment and drive to improve clients' financial lives
Ability to identify solutions for new and existing clients based on their needs
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 self-service transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with laws and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance
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)
High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (desired)

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
Benefits eligibility