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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 ATMs .
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 processing transactions and providing tailored financial solutions. Proficient in cash handling and adhering to regulatory guidelines while driving operational excellence.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services KnowledgeEffective CommunicationProblem-Solving 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 TransactionsMobile BankingOnline BankingATM TechnologiesFinancial Products KnowledgeSales ExperienceTime ManagementProcess Adherence
Soft Skills
Strong Work EthicCollaborationRelationship BuildingCritical ThinkingAdaptability
Certifications & Qualifications
Bachelor’s DegreeAssociate Degree in Business ManagementAssociate Degree in Business AdministrationAssociate Degree in Finance
Industry Keywords
Financial ServicesRisk CultureOperational ExcellenceClient ExperienceSmall Business
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
- 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 strive for operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes and guidelines while adhering to applicable laws and regulations
- Grow business knowledge and networks by partnering with experts in small business, lending, and investments
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
Requirements
What you’ll need- Strong work ethic and focus on results
- Ability to collaborate effectively and build strong relationships
- Passion, commitment, and drive to improve clients’ financial lives
- Confidence identifying solutions for new and existing clients
- 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 and guidelines while adhering to laws and regulations
- Efficient time and capacity management
- Flexibility to work weekends and/or extended hours as needed
- Desired: Experience in financial services and knowledge of financial services products and solutions
- Desired: One year of 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 degree in business management, business administration, or finance
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 flexibility based on role-specific considerations