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Relationship Banker
Bank of America. Engage clients in the lobby and educate them about self-service banking resources .
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 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 processes and regulations.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication
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 BankingOnline BankingATM TransactionsFinancial Services Products Knowledge
Soft Skills
Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementSelf-Motivation
Tools & Technologies
Self-Service Banking Technologies
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesSales GoalsOperational ExcellenceRisk CultureClient 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 strive for operational excellence
- Build client relationships to meet financial needs
- Follow established processes and applicable laws and regulations
- Partner 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 intense focus on results
- Collaborates effectively and builds strong relationships
- Passion, commitment and drive to improve clients' financial lives
- Confident identifying solutions for new and existing clients based on their needs
- Effective and confident communication; comfortable engaging all clients
- 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
- 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
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- In-office culture supporting collaboration, engagement, and career development