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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist them 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 strong client engagement and relationship-building skills while effectively managing cash transactions and adhering to banking regulations. Proficient in financial services knowledge and capable of driving client experiences through effective communication and problem-solving.
Highest-signal resume keywords
Cash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication SkillsCritical Thinking
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 ProcessingFinancial Services Products KnowledgeSales TechniquesRisk ManagementOperational Excellence
Soft Skills
Client EngagementRelationship BuildingProblem-SolvingAdaptabilityCommunication
Tools & Technologies
Mobile BankingOnline BankingATM Self-Service
Industry Keywords
Financial ServicesBanking RegulationsClient ExperienceBusiness ManagementBilingual Spanish
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them 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 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 small business, lending, and investment experts 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
- Ability to work weekends and/or extended hours as needed
- Ability to learn and adapt to new information and technology platforms
- Strong critical thinking and problem-solving skills
- Effective and confident communication skills
- Desired: 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
- Desired: Bachelor’s degree or business-relevant associate degree such as business management, business administration, or finance
- Desired: bilingual Spanish skills, written and verbal
- 40 hours per week
Benefits
Comp & perks- Inclusive workplace commitment
- Opportunities to learn, grow, and make an impact
- Recognition and rewards for performance
- Support for teammates’ physical, emotional, and financial wellness
- In-office flexibility based on role-specific considerations
- Potential placement at another financial center within a reasonable commuting distance
- Full-time schedule, 40 hours per week