Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources .

Posted 9/16/2026full-timeCoeur d'Alene • Idaho • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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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 identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingFinancial Needs AssessmentSelf-Service Technology EducationTime ManagementProblem-Solving

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityEnthusiasm

Tools & Technologies

Mobile BankingOnline BankingATM

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceRisk CultureClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
Accurately and efficiently process cash transactions for clients as needed
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients to 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 experts in small business, lending, and investments 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; 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
Ability to follow established processes and guidelines and applicable laws and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance
Experience in financial services and knowledge of financial services industry, products and solutions preferred
One year of demonstrated 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 desired

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
In-office culture supporting collaboration, engagement, and career development