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 .

Posted 10/16/2026full-timeIrving • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core 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 compliance with regulations. Proven ability to build relationships, educate clients on banking technologies, and drive exceptional client experiences.

Highest-signal resume keywords

Cash Handling ExperienceFinancial Services KnowledgeClient Relationship ManagementEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Solutions IdentificationOperational Excellence ExecutionTime ManagementProblem-SolvingCompliance with RegulationsSales Goal Achievement

Soft Skills

Enthusiastic Self-StarterCollaborationAdaptabilityCritical ThinkingFlexibility

Certifications & Qualifications

High School DiplomaGEDAssociate Degree in Business ManagementBachelor's Degree in Business AdministrationBachelor's Degree in Finance

Industry Keywords

Financial Services IndustryClient ExperienceRisk CultureSales Incentive EnvironmentBilingual Skills in Spanish

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 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, 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 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 and comply with applicable laws and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services industry, products and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor’s degree or business-relevant associate degree in business management, business administration, or finance preferred
Bilingual skills in Spanish, written and verbal, preferred

Benefits

Comp & perks

Commitment to an inclusive workplace
Supporting teammates’ physical, emotional, and financial wellness
Recognizing and rewarding performance
Opportunities to learn, grow, and make an impact
Full-time schedule, 40 hours per week