Relationship Banker

Bank of America

. Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 9/24/2026full-timeSouthlake • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and financial services, with a strong focus on cash handling, mobile banking, and online banking technologies. Proven ability to build relationships, identify client solutions, and drive operational excellence in a financial center environment.

Highest-signal resume keywords

Cash Handling ExperienceFinancial Services KnowledgeClient Relationship ManagementSales ExperienceBilingual Spanish Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial Products KnowledgeSales Goals AchievementProcess ComplianceTime ManagementProblem-SolvingCritical Thinking

Soft Skills

Effective CommunicationCollaborationMotivationFlexibilityClient Education

Certifications & Qualifications

High School DiplomaGEDAssociate DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceRisk CultureSales Incentive Environment

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them 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 pursue 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
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 focus on results
Ability to collaborate effectively and build strong relationships
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 self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with applicable 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 is desired
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals is desired
Six months of cash handling experience is desired
Bachelor’s degree or business-relevant associate degree is desired
Bilingual Spanish skills, written and verbal, are desired

Benefits

Comp & perks

Inclusive workplace commitment
Physical, emotional, and financial wellness support
Recognition and rewards for performance
Opportunities to learn, grow, and make an impact
Full-time schedule of 40 hours per week