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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 ATM self-service resources .
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 critical thinking and problem-solving abilities to connect clients with solutions that meet their financial goals.
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 Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationTime ManagementProblem-SolvingCritical Thinking
Soft Skills
Enthusiastic Self-StarterCollaboration SkillsFlexibilityMotivationDrive to Improve Client Financial Lives
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial ServicesSales GoalsOperational ExcellenceRisk CultureBusiness Knowledge
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
- Accurately and efficiently process cash transactions
- Have deep conversations with clients to understand financial and life priorities
- Connect clients to solutions that meet 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
- Grow business knowledge and network by partnering with experts in small business, lending, and investments
- 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
- 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 technologies
- Strong critical thinking and problem-solving skills
- Ability to follow established processes and applicable laws and regulations
- Efficient time and capacity management
- Flexibility to work weekends and/or extended hours as needed
- 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 such as business management, business administration, or finance
Benefits
Comp & perks- Benefits eligible
- Paid time off
- Resources and support to employees
- Opportunities to learn, grow, and make an impact
- Physical, emotional, and financial wellness support
- Recognition and rewards for performance