Relationship Banker

Bank of America

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

Posted 10/5/2026full-timeTampa • Florida • United StatesMid-LevelSeniorWebsite

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 managing cash transactions and adhering to established processes and regulations. Possesses a solid understanding of financial services products and solutions to enhance clients' financial lives.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsSelf-Service BankingFinancial Services ProductsSales ExperienceTime Management

Soft Skills

Relationship BuildingMotivationCollaborationCritical ThinkingAdaptability

Tools & Technologies

ATMOnline BankingMobile Banking

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial CenterOperational ExcellenceRisk CultureClient ExperienceCompliance

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them with self-service banking resources
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients with solutions aligned to 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

High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Ability to collaborate effectively and build strong relationships
Passion, commitment and drive to improve clients’ financial lives
Confidence identifying 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 transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with laws and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
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

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
In-office flexibility based on role-specific responsibilities and business needs