Relationship Banker

Bank of America

. Engage clients in the lobby .

Posted 10/5/2026full-timeLincolnton • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on mobile banking, online banking, and ATM technologies. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs and goals.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceCommunication Skills

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 Products Knowledge

Soft Skills

Relationship BuildingCritical ThinkingProblem SolvingTime ManagementCollaboration

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureSales GoalsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby
Educate and assist clients 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 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 and guidelines while adhering to applicable laws and regulations
Grow business knowledge and network by partnering 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 intense focus on results
Effective collaboration and relationship-building skills
Passion, commitment and drive to improve clients’ financial lives
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 self-service banking technologies, including ATM, online banking, and mobile banking
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Preferred experience in financial services and knowledge of financial services products and solutions
Desired one year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Desired six months of cash handling experience
Bachelor’s Degree or business-relevant Associate’s Degree is desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
In-office flexibility based on role-specific responsibilities and business needs