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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. Possesses critical thinking and problem-solving abilities to identify tailored financial solutions and drive operational excellence.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales 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
Cash Transactions ProcessingMobile BankingOnline BankingATM TransactionsFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime ManagementSales Goal AchievementFinancial Products Knowledge
Soft Skills
Relationship BuildingCollaborationMotivationAdaptabilityCritical Thinking
Tools & Technologies
Self-Service TechnologiesBanking Platforms
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree (Desired)
Industry Keywords
Financial ServicesSales EnvironmentClient ExperienceGuidelines ComplianceOperational Processes
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 deep 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- High School Diploma / GED / Secondary School or equivalent
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- Ability to collaborate effectively and build and nurture 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 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, guidelines, laws, and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours, including at any financial center within a reasonable distance
- 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
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (desired)
Benefits
Comp & perks- Industry-leading benefits
- Paid time off
- Resources and support for employees
- Base salary compensation
- Benefits eligibility