Relationship Banker

Bank of America

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

Posted 9/23/2026full-timeMooresville • 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 financial services and self-service resources. Proficient in cash handling, transaction processing, and adhering to regulatory guidelines to enhance the client experience.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking AssistanceOnline Banking AssistanceATM Transactions EducationFinancial Services Products Knowledge

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementCollaboration

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial Center OperationsRisk CultureOperational ExcellenceSales GoalsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Conduct in-depth conversations to understand clients’ financial and life priorities
Connect clients with solutions aligned to 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
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
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
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 transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Desired: Experience in financial services and knowledge of financial services products and solutions
Desired: One year of 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’s Degree such as business management, business administration or finance

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 culture supporting collaboration, engagement, and career development