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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, and ATMs .
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 a solid understanding of cash handling, compliance with regulations, and a commitment to operational excellence.
Highest-signal resume keywords
Client EngagementCash 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 TransactionsMobile BankingOnline BankingATM TechnologiesFinancial Products KnowledgeSales Goals AchievementProcess ComplianceTime Management
Soft Skills
Relationship BuildingCritical ThinkingProblem-SolvingSelf-Starter AttitudeAdaptability
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial ServicesOperational ExcellenceRisk CultureClient ExperienceSales Environment
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
- 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 and guidelines while complying with applicable 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 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 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
- Ability to work weekends and/or extended hours
- Ability to work at any financial center location within a reasonable distance when scheduled
- Experience in financial services and knowledge of financial services products and solutions preferred
- One year of demonstrated successful sales experience in a salary-plus-incentive environment with individual sales goals preferred
- Six months of cash handling experience preferred
- Bachelor’s Degree or business-relevant Associate’s Degree preferred
Benefits
Comp & perks- Industry-leading benefits
- Paid time off
- Resources and support to employees
- In-office flexibility based on role-specific responsibilities and business needs
- Opportunities to learn, grow, and build a career
- Recognition and rewards for performance
- Support for physical, emotional, and financial wellness
- Affordable, competitive, and flexible benefits