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 10/15/2026full-timeOrlando • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building capabilities while effectively managing cash transactions and adhering to financial regulations. Proficient in educating clients on mobile banking, online banking, and ATM technologies to enhance their financial experience.

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 Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime ManagementProblem-SolvingSales Goal Achievement

Soft Skills

Relationship-BuildingCollaborationEnthusiasmMotivationAdaptability

Industry Keywords

Financial ServicesFinancial ProductsFinancial SolutionsComplianceClient Experience

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 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 and guidelines while adhering to 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 self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Experience in financial services and knowledge of financial services industry, 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 in business management, business administration, or finance (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
Salary plus incentive environment (for qualifying sales experience)