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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 expertise in client engagement and financial services, with a strong focus on relationship-building and effective communication. Proficient in cash handling and knowledgeable about banking products and solutions to enhance clients' financial well-being.
Highest-signal resume keywords
Financial Services ExperienceCash Handling ExperienceSales ExperienceBilingual Spanish, Mandarin, or CantoneseEffective Communication Skills
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 Banking EducationOnline Banking EducationATM Transactions EducationFinancial Products KnowledgeSales Goal AchievementTime ManagementCritical ThinkingProblem SolvingOperational Excellence
Soft Skills
Relationship BuildingCollaborationEnthusiasmMotivationAdaptability
Certifications & Qualifications
Bachelor’s DegreeBusiness-Relevant Associate Degree
Industry Keywords
BankingFinancial GoalsClient ExperienceRisk CultureEstablished ProcessesGuidelinesLawsRegulationsSmall-Business PartnershipsFinancial Center Management
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 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 focus on results
- Effective collaboration and relationship-building skills
- Passion, commitment, and drive to improve clients’ financial lives
- Confidence identifying solutions for new and existing clients
- 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 transactions
- Strong critical-thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Flexibility to work weekends and/or extended hours as needed
- Experience in financial services and knowledge of financial services products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash-handling experience
- Bachelor’s degree or business-relevant associate degree such as business management, business administration, or finance
- Bilingual Spanish, Mandarin, or Cantonese highly desired
Benefits
Comp & perks- Opportunities to learn, grow, and make an impact
- Inclusive workplace commitment
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office culture with role-specific flexibility
- Potential movement to another financial center within a reasonable commuting distance
- Salary plus incentive environment