Relationship Banker

Bank of America

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

Posted 11/9/2026full-timeSylmar • California • 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 expertise in client engagement and education on self-service banking resources, while effectively managing cash transactions and adhering to established processes and regulations. Strong ability to build relationships and connect clients with financial solutions to meet their goals.

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 TransactionsMobile BankingOnline BankingATM TransactionsFinancial Services Products

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementCollaboration

Tools & Technologies

Self-Service Banking Technologies

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceSales GoalsGuidelines and Regulations

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Conduct in-depth conversations to understand clients’ financial and life priorities
Connect clients with solutions supporting their financial goals
Execute the bank’s risk culture and operational excellence standards
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

Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Effective collaboration and relationship-building skills
Passion, commitment, and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients
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, including at any financial center within a reasonable distance
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)
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (desired)

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact