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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, ATM, and other self-service 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 processing transactions and adhering to compliance standards. Possesses a solid understanding of financial services and the ability to educate clients on banking solutions.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication
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 TransactionsTime ManagementProblem-SolvingSales TechniquesFinancial Products Knowledge
Soft Skills
Relationship BuildingSelf-StarterMotivationCollaborationAdaptability
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree (Desired)
Industry Keywords
Financial ServicesComplianceRisk CultureOperational ExcellenceClient Experience
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources
- Accurately and efficiently process cash transactions for clients
- 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 and guidelines and comply with applicable laws and regulations
- Grow business knowledge and network by partnering 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
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- Collaborates effectively to get things done, building and nurturing strong relationships
- Passion, commitment and drive to deliver an experience that improves clients' financial lives
- Confidence identifying 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 simple banking transactions through ATM, online banking, and mobile banking
- Strong critical thinking and problem-solving skills
- Follow established processes and guidelines while adhering to applicable laws and regulations
- Efficient time and capacity management
- Must be able to work weekends and/or extended hours, including scheduling at any financial center location 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 qualifications)
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Paid time off
- Resources and support to employees
- Base salary compensation
- Benefits eligible