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 11/9/2026full-timeHouston • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core 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 technologies and solutions tailored to their financial goals. Proven ability to manage cash transactions and adhere to regulatory guidelines while driving operational excellence.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationSales Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash TransactionsSelf-Service Banking TechnologiesFinancial Products KnowledgeSales TechniquesOperational Excellence

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementAdaptability

Tools & Technologies

Mobile BankingOnline BankingATM

Industry Keywords

Financial ServicesRegulatory ComplianceClient ExperienceSales GoalsBusiness Management

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
Hold in-depth conversations with clients to understand their financial and life priorities
Connect clients with solutions that meet their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build client relationships to meet financial needs
Follow established processes and guidelines while adhering to applicable 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

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
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 self-service banking technologies, including ATM, online banking, and mobile banking
Strong critical thinking and problem-solving skills
Follows established processes and guidelines and complies with applicable laws and regulations
Efficient time and capacity management
Focus on results while acting in the client’s best interest
Flexibility to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services products and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor’s degree or business-relevant associate degree in business management, business administration, or finance preferred
Bilingual Vietnamese, Chinese, or Spanish highly desired

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility
Potential placement at another financial center within a reasonable commuting distance of home, as permitted by applicable law