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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, ATM, and other self-service resources .
Core Competencies
Role fitCore 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 financial services and self-service technologies. Possesses critical thinking and problem-solving abilities to identify solutions that meet clients' financial goals.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services KnowledgeEffective CommunicationSales Experience
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 TransactionsFinancial Services ProductsMobile BankingOnline BankingATM TechnologiesSales GoalsOperational ExcellenceRisk CultureTime ManagementProcess Adherence
Soft Skills
Relationship BuildingCollaborationProblem SolvingAdaptabilityMotivation
Certifications & Qualifications
High School DiplomaGEDAssociate’s DegreeBachelor's Degree
Industry Keywords
Financial CenterClient ExperienceSelf-Service ResourcesSmall BusinessLendingInvestment
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources
- Accurately and efficiently process cash transactions
- Conduct deep 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 relationships with clients to meet financial needs
- Follow established processes, guidelines, laws, and regulations
- Partner with small business, lending, and investment experts to grow business knowledge and networks
- 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
- Ability to identify solutions for new and existing clients based on their needs
- Effective and confident communication; comfortable engaging all clients
- 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 and guidelines and adhere to applicable laws and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours, including at any financial center location within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
- Desired: experience in financial services and knowledge of financial services products and solutions
- Desired: one year of 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- Industry-leading benefits
- Paid time off
- Resources and support to employees
- Base salary compensation (not incentive eligible)