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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 transaction processing, relationship building, and adherence to regulatory guidelines. Proficient in educating clients on banking solutions and managing cash responsibilities while driving operational excellence.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceBilingual Spanish Ability
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 Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationSales Goal AchievementFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime ManagementProblem-Solving
Soft Skills
Effective CommunicationRelationship BuildingCollaborationMotivationCritical Thinking
Industry Keywords
Financial ServicesBanking SolutionsBusiness ManagementBusiness AdministrationFinance
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
- Accurately and efficiently process cash transactions
- Conduct deep conversations to understand clients’ financial and life priorities
- Connect clients to solutions that meet 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
- Grow business knowledge and network by partnering 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- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Ability to collaborate effectively and build strong relationships
- 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 and guidelines while adhering to applicable laws and regulations
- Efficient time and capacity management
- Flexibility to work weekends and/or extended hours as needed
- Experience in financial services and knowledge of financial services industry, products, and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor’s degree or business-relevant associate degree such as business management, business administration, or finance (desired)
- Spanish bilingual ability highly desired
Benefits
Comp & perks- Inclusive workplace commitment
- Opportunities to learn and grow
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office flexibility based on role-specific considerations