Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs .

Posted 11/6/2026full-timeOrlando • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and relationship building to enhance financial outcomes, while adhering to regulatory guidelines and operational excellence. Proficient in cash handling and educating clients on banking technologies to drive a superior client experience.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TechnologiesFinancial Products KnowledgeSales Goals AchievementOperational ExcellenceRisk Culture ExecutionProcess AdherenceTime Management

Soft Skills

Relationship BuildingCritical ThinkingProblem SolvingAdaptabilityMotivation

Certifications & Qualifications

High School DiplomaGEDAssociate’s DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceSales EnvironmentRegulatory ComplianceSmall Business Partnerships

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Have deep 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 small business, lending, and investment experts 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 focus on results
Effective collaboration and relationship-building skills
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
Must be able to work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance
Minimum high school diploma, GED, secondary school, or equivalent
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’s Degree preferred

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Inclusive workplace culture
In-office culture supporting collaboration, engagement, and career development