Relationship Banker

Bank of America

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

Posted 10/16/2026full-timeValdosta • 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 critical thinking and problem-solving abilities to identify tailored financial solutions and ensure compliance with established processes and regulations.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile BankingOnline BankingATM OperationsFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime ManagementCompliance with RegulationsSales Goal Achievement

Soft Skills

Relationship BuildingCritical ThinkingProblem SolvingAdaptabilityMotivation

Tools & Technologies

Self-Service Banking TechnologiesTechnology Platforms

Certifications & Qualifications

High School DiplomaGEDAssociate’s DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceSmall BusinessLendingInvestment

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service resources
Assist clients with conducting transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Hold 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 strive for operational excellence
Build relationships with clients to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with small business, lending, and investment experts
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
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
Passion, commitment, and drive to improve clients' financial lives
Confidence identifying 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 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
Ability to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
Desired: financial services experience and industry knowledge
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 make an impact
In-office culture supporting collaboration, engagement, and career development