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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 ATMs .
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 financial services, including mobile banking, online banking, and ATMs. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.
Highest-signal resume keywords
Financial Services ExperienceCash Handling ExperienceSales ExperienceClient Relationship ManagementEffective Communication Skills
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 Transaction ProcessingMobile Banking EducationOnline Banking EducationATM EducationFinancial Product KnowledgeSales Goal AchievementOperational ExcellenceRisk Culture ExecutionTime ManagementCapacity Management
Soft Skills
Enthusiastic Self-StarterEffective CollaborationRelationship-BuildingCritical ThinkingProblem-Solving
Certifications & Qualifications
High School DiplomaGEDSecondary School Equivalent
Industry Keywords
Financial Services IndustryClient ExperienceFinancial GoalsEstablished ProcessesLaws and Regulations
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
- Accurately and efficiently process cash transactions
- Have in-depth conversations with clients about their 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 and guidelines while adhering to applicable laws and regulations
- Partner with experts in small business, lending, and investments to grow business knowledge and network
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
Requirements
What you’ll need- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Effective collaboration and relationship-building skills
- Passion, commitment and drive to improve clients' financial lives
- Confidence identifying solutions for new and existing clients
- 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
- Ability to work weekends and/or extended hours
- Ability to work at any financial center location within a reasonable distance when scheduled
- Experience in financial services and knowledge of financial services industry, 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
- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
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 flexibility based on role-specific responsibilities and business needs