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Relationship Banker
Bank of America. Engage clients in the lobby and educate them about self-service banking resources .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and education regarding self-service banking technologies, while effectively managing cash transactions and building strong client relationships to meet financial goals. Proficient in critical thinking, problem-solving, and adhering to established processes and regulations.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services ExperienceEffective 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 TransactionsATM TransactionsOnline BankingMobile BankingSales ExperienceFinancial Goal ManagementProcess AdherenceTime ManagementTechnology AdaptationSelf-Service Technologies
Soft Skills
Strong Work EthicCollaborationRelationship BuildingCritical ThinkingAdaptability
Industry Keywords
Financial CenterRisk CultureOperational ExcellenceClient ExperienceFinancial Needs
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them about self-service banking resources
- Assist clients with mobile banking, online banking, and ATM transactions
- Accurately and efficiently process cash transactions
- Hold 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 pursue operational excellence
- Build client relationships to meet financial needs
- Partner 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- High School Diploma / GED / Secondary School or equivalent
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- Strong work ethic and focus on results
- Ability to collaborate effectively and build strong relationships
- Effective and confident communication
- 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
- 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
- In-office culture supporting collaboration, engagement, and career development