Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources .

Posted 10/13/2026full-timeNeedham • Massachusetts • 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 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 tailored solutions for clients' financial needs.

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 Transaction ProcessingFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime Management

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityProblem Solving

Tools & Technologies

Mobile BankingOnline BankingATM TechnologiesSelf-Service Resources

Industry Keywords

Financial ServicesSales GoalsComplianceFinancial ProductsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
Accurately and efficiently process cash transactions for clients
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

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 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
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance
Minimum education: 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 in business management, business administration, or finance

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Paid time off
Resources and support to employees
Benefits eligibility