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Relationship Banker
Bank of America. Engage clients in the lobby and educate them on self-service banking 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 solutions. Proficient in cash handling and compliance with banking regulations, with a focus on enhancing clients' financial experiences.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services ExperienceEffective Communication SkillsProblem-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 TransactionsSales ExperienceFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime ManagementProcess Compliance
Soft Skills
EnthusiasticSelf-StarterRelationship BuildingAdaptabilityCritical Thinking
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial CenterClient ExperienceSmall BusinessLendingInvestment
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them on self-service banking resources
- Assist clients with mobile banking, online banking, and ATM transactions
- Accurately and efficiently process cash transactions
- Conduct in-depth conversations to understand clients’ 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 comply with applicable 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 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 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 transactions
- 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, including at any financial center within a reasonable distance
- Desired: financial services experience and industry knowledge
- 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’s degree
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
- Performance recognition and rewards