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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, and ATM self-service resources .
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 cash handling, transaction processing, and educating clients on banking technologies. Proven ability to build relationships, identify client needs, and drive the client experience while adhering to established processes and regulations.
Highest-signal resume keywords
Cash Handling ExperienceClient EngagementFinancial Services KnowledgeSales ExperienceCommunication 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 Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Needs AssessmentRisk Culture ExecutionOperational ExcellenceTime ManagementProblem-SolvingSales Goal Achievement
Soft Skills
Relationship BuildingCollaborationAdaptabilityEnthusiasmMotivation
Certifications & Qualifications
High School DiplomaGEDAssociate’s DegreeBachelor's Degree (Desired)
Industry Keywords
Financial ServicesBankingClient ExperienceSales Incentive EnvironmentEstablished ProcessesLaws and Regulations
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
- 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 strive for operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes, guidelines, laws, and regulations
- Partner with experts in small business, lending, and investments 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- 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
- Ability to identify 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 self-service banking technologies, including ATM, online banking, and mobile banking
- Strong critical thinking and problem-solving skills
- Ability to follow established processes and applicable laws and regulations
- Efficient time and capacity management
- Must be able to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (desired qualification)
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Benefits eligible
- Paid time off
- Resources and support to make an impact and contribute to sustainable business growth