Relationship Banker

Bank of America

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

Posted 9/29/2026full-timeBedford Hurst • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building capabilities while effectively educating clients on financial services and transactions. Possesses critical-thinking and problem-solving skills to identify tailored solutions that meet clients' financial goals.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceBilingual Spanish Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TransactionsFinancial Products KnowledgeSales Goals AchievementProcess AdherenceRisk ManagementTime ManagementProblem Solving

Soft Skills

Effective CommunicationRelationship BuildingCollaborationMotivationAdaptability

Certifications & Qualifications

High School DiplomaGEDBachelor's DegreeBusiness-Relevant Associate Degree

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceSelf-Service ResourcesSales Environment

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, ATMs, and other self-service resources
Accurately and efficiently process cash transactions
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 strive for operational excellence
Build relationships with clients to meet financial needs
Follow established processes and guidelines while adhering to applicable laws and regulations
Partner with experts in small business, lending, and investments to grow business knowledge and network
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
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 transactions
Strong critical-thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Focus on results while acting in the client’s best interest
Ability to work weekends and/or extended hours
Ability to travel to any financial center location within a reasonable distance
Minimum high school diploma, GED, secondary school, or equivalent
Experience in financial services and knowledge of financial services products and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash-handling experience preferred
Bachelor’s degree or business-relevant associate degree preferred
Bilingual Spanish skills, written and verbal, preferred

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
In-office culture with role-specific flexibility
Training at one financial center
Potential opportunity to move to another location within a reasonable commuting distance
Salary plus incentive environment (referenced for desired sales experience)