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Relationship Banker
Bank of America. Engage clients in the lobby and educate them on self-service banking 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 educating clients on self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience
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 BankingOnline BankingATM TransactionsFinancial Services Products Knowledge
Soft Skills
Enthusiastic Self-StarterCollaborationRelationship BuildingCritical ThinkingTime Management
Tools & Technologies
Self-Service Banking Technologies
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesSales GoalsOperational ExcellenceRisk CultureBilingual Skills
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them on self-service banking 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 that meet their financial goals
- Execute the bank's risk culture and strive for operational excellence
- Build relationships with clients to meet financial needs
- Partner with experts in small business, lending, and investments
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience and manage cash responsibilities
- Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs
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, guidelines, 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 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 preferred
- Bilingual skills in Spanish preferred
Benefits
Comp & perks- Competitive benefits supporting physical, emotional, and financial well-being
- Benefits for teammates and their families
- Opportunities to learn, grow, and make an impact
- Full-time schedule with 40 hours per week