Relationship Banker

Bank of America

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

Posted 10/5/2026full-timeCohasset • Massachusetts • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively educating clients on mobile banking, online banking, and ATM transactions. Possesses a solid understanding of financial services and the ability to identify tailored solutions to meet clients' financial goals.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services ExperienceEffective CommunicationProblem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TransactionsSales ExperienceFinancial Needs AssessmentOperational ExcellenceTime ManagementProcess AdherenceRisk Culture Execution

Soft Skills

Strong Work EthicCollaborationRelationship BuildingCritical ThinkingAdaptability

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial CenterClient ExperienceSmall BusinessLendingInvestment

About the role

Key responsibilities & impact

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

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 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 transactions
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
May be scheduled at any financial center location within a reasonable distance
Desired: financial services experience and industry knowledge
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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 for employees
Benefits eligibility