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Relationship Banker
Bank of America. Engage clients in the lobby and educate them about self-service resources .
Posted 10/13/2026full-timeQuincy • Massachusetts • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite
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 self-service banking technologies. Possesses a solid understanding of financial services products and solutions, with a focus on achieving individual sales goals and operational excellence.
Highest-signal resume keywords
Client Relationship ManagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales 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 Transactions ProcessingMobile BankingOnline BankingATM OperationsFinancial Needs AssessmentSales Goal AchievementRisk Culture ExecutionOperational Excellence
Soft Skills
Enthusiastic Self-StarterCollaborationCritical ThinkingProblem-SolvingTime Management
Tools & Technologies
Self-Service TechnologiesBanking Software
Industry Keywords
Financial ServicesClient ExperienceComplianceGuidelinesRegulations
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them about self-service resources
- Assist clients with transactions through mobile banking, online banking, and ATMs
- Accurately and efficiently process cash transactions
- Conduct in-depth 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 client relationships 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 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 skills
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on self-service technologies such as ATM, online banking, and mobile banking
- 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, including assignment to any financial center within a reasonable distance
- Minimum 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 degree
Benefits
Comp & perks- Benefits eligible
- Paid time off
- Resources and support for employees
- Base salary compensation
- Full-time schedule of 40 hours per week