Relationship Banker

Bank of America

. Engage clients in the lobby and educate them on self-service banking resources .

Posted 11/10/2026full-timeDallas • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and financial services, with a strong focus on educating clients about self-service banking solutions and effectively managing cash transactions. Proven ability to build relationships, identify client needs, and drive operational excellence while adhering to compliance standards.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingSelf-Service Banking EducationMobile Banking AssistanceOnline Banking AssistanceATM OperationsFinancial Products KnowledgeSales Goal AchievementTime ManagementProblem-SolvingCompliance Adherence

Soft Skills

Relationship BuildingCollaborationMotivationCritical ThinkingAdaptability

Certifications & Qualifications

High School DiplomaGEDSecondary School Equivalent

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceRisk CultureSmall Business Solutions

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service banking resources
Assist clients with transactions through mobile banking, online banking, and ATMs
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

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 technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours
Ability to travel to any financial center location within a reasonable distance
Experience in financial services and knowledge of financial services 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
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility
Training at one financial center
Potential transfer to another location within a reasonable commuting distance
Full-time schedule of 40 hours per week