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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service 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 cash handling, transaction processing, and educating clients on banking technologies. Proven ability to build relationships and drive client experiences while adhering to regulatory guidelines.
Highest-signal resume keywords
Cash Handling ExperienceFinancial Services KnowledgeClient EngagementSales ExperienceEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingCash TransactionsMobile BankingOnline BankingATM Self-ServiceSales Goals AchievementFinancial Products KnowledgeRisk ManagementOperational ExcellenceTime Management
Soft Skills
Relationship BuildingCritical ThinkingProblem-SolvingAdaptabilityMotivation
Tools & Technologies
Banking Technology PlatformsSelf-Service Technologies
Industry Keywords
Financial Services IndustryClient ExperienceRegulatory ComplianceSales EnvironmentFinancial Solutions
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
- Accurately and efficiently process cash transactions
- 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 pursue 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- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Ability to collaborate effectively and build strong relationships
- 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 manage time and capacity efficiently
- Experience in financial services and knowledge of financial services industry, 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 make an impact
- Career development opportunities
- Full-time schedule of 40 hours per week