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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources .
Posted 11/3/2026full-timeBrooklyn • New York • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship-building and collaboration skills while effectively educating clients on financial services products and self-service banking solutions. Proven ability to manage cash responsibilities and drive client experience in compliance with established processes and regulations.
Highest-signal resume keywords
Financial Services ExperienceCash Handling ExperienceSales ExperienceEffective CommunicationCritical Thinking
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 Transaction ProcessingMobile Banking EducationOnline Banking EducationATM EducationFinancial Product KnowledgeTime ManagementProblem-SolvingCompliance with RegulationsClient Needs AssessmentOperational Excellence
Soft Skills
Relationship BuildingCollaborationEnthusiasmMotivationAdaptability
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial GoalsClient ExperienceRisk CultureSelf-Service ResourcesSales GoalsBusiness ManagementBusiness AdministrationFinance
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist 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 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 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
- Strong relationship-building and collaboration 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; 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 transactions
- Strong critical thinking and problem-solving skills
- Ability to follow established processes and guidelines and comply with applicable laws and regulations
- Efficient time and capacity management
- Results-focused while acting in the client's best interest
- Ability to work weekends and/or extended hours
- Ability to travel to any financial center location within a reasonable distance
- Minimum education: High School Diploma / GED / Secondary School or equivalent
- Desired: Experience in financial services and knowledge of financial services products and solutions
- Desired: 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 such as business management, business administration, or finance
Benefits
Comp & perks- Industry-leading benefits
- Paid time off
- Resources and support to employees
- Base salary compensation
- In-office culture supporting collaboration, engagement, and career development
- Opportunities to learn, grow, and make an impact