Relationship Banker

Bank of America

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

Posted 11/10/2026full-timeCooper City • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and financial services, with a strong focus on educating clients about self-service banking solutions and effectively managing cash transactions. Proven ability to build relationships, identify client needs, and drive the client experience while adhering to established guidelines and regulations.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash Transactions ProcessingSelf-Service Banking EducationMobile Banking AssistanceOnline Banking AssistanceATM Transactions Support

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementMotivation

Tools & Technologies

Banking Technology PlatformsFinancial Services Products

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceSales GoalsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Conduct in-depth 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 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

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
Efficient time and capacity management
Must be able to work weekends and/or extended hours
May be scheduled at any financial center within a reasonable distance
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

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, build a career, and make an impact
Inclusive workplace and career development opportunities