Relationship Banker

Bank of America

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

Posted 9/29/2026full-timeNew York City • New York • 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 self-service banking technologies. Proficient in cash handling and transaction processing, with a focus on operational excellence and adherence to regulations.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeEffective CommunicationProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM OperationsSales ExperienceFinancial Products KnowledgeTime Management

Soft Skills

Relationship BuildingCritical ThinkingAdaptabilityEnthusiasmMotivation

Tools & Technologies

Self-Service Banking Technologies

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureComplianceClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service banking resources
Assist clients with conducting transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Have deep conversations with clients to understand their financial and life priorities
Connect clients to 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
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
Must be able to work weekends and/or extended hours
Must be able to travel to any financial center location within a reasonable distance
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
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
Ability to efficiently manage time and capacity
Desired: 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: Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support to employees
Opportunities to learn, grow, and make an impact
Recognition and rewards for performance
Support for physical, emotional, and financial wellness