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Relationship Banker
Bank of America. Engage clients in the lobby and educate them about 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 self-service banking technologies. Proficient in managing cash transactions and adhering to established processes and regulations to enhance the client experience.
Highest-signal resume keywords
Client EngagementCash Transaction ProcessingSelf-Service Banking EducationRelationship BuildingRegulatory Compliance
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 BankingOnline BankingATM TransactionsFinancial Needs Assessment
Soft Skills
Effective CommunicationCritical ThinkingProblem-SolvingCollaborationTime Management
Tools & Technologies
Self-Service TechnologiesBanking Platforms
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesOperational ExcellenceRisk CultureClient ExperienceFinancial Goals
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
- 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 relationships with clients to meet financial needs
- Follow established processes, guidelines, laws, and regulations
- Partner with small business, lending, and investment experts
- 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
- Collaborates effectively and builds strong relationships
- Passion, commitment and drive to improve clients’ financial lives
- Ability to identify 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 and guidelines and comply with applicable 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 location within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- In-office culture supporting collaboration, engagement, and career development