Relationship Banker

Bank of America

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

Posted 9/23/2026full-timePhoenix • Arizona • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and relationship building within financial services, with a strong focus on cash handling, transaction processing, and educating clients on banking technologies. Proven ability to drive client experience and meet financial goals through effective communication and problem-solving skills.

Highest-signal resume keywords

Financial Services ExperienceCash Handling ExperienceClient Relationship ManagementEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Products KnowledgeSales Goal AchievementTime ManagementCritical ThinkingProblem-SolvingOperational Excellence Standards

Soft Skills

Strong Work EthicCollaborationAdaptabilityRelationship BuildingFocus on Results

Certifications & Qualifications

Bachelor’s DegreeAssociate’s Degree in Business ManagementAssociate’s Degree in Business AdministrationAssociate’s Degree in Finance

Industry Keywords

Financial Center OperationsClient ExperienceRisk CultureSales EnvironmentCompliance with Laws and Regulations

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist 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 to solutions that meet their financial goals
Execute the bank’s risk culture and operational excellence standards
Build client relationships 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

Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
Strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
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
Ability to manage time and capacity efficiently
Experience in financial services and knowledge of financial services products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
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 build a career
Inclusive workplace and career development opportunities