Relationship Banker

Bank of America

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

Posted 10/30/2026full-timeSugar Land • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and financial services, with a strong focus on building relationships and providing tailored solutions. Proficient in cash handling, mobile banking, and online banking technologies, while adhering to regulatory guidelines.

Highest-signal resume keywords

Financial Services ExperienceCash Handling ExperienceSales ExperienceEffective Communication SkillsBilingual Spanish, Mandarin, or Cantonese

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 AdherenceRisk Culture ExecutionTime ManagementCritical Thinking

Soft Skills

Relationship BuildingCollaborationProblem-SolvingEnthusiasmAdaptability

Certifications & Qualifications

Bachelor’s DegreeBusiness-Relevant Associate Degree

Industry Keywords

Financial GoalsClient ExperienceOperational ExcellenceBusiness KnowledgeClient Engagement

About the role

Key responsibilities & impact

Engage clients in the lobby to 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 with clients to understand their 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 client relationships to meet financial needs
Follow established processes and guidelines while adhering to applicable laws and regulations
Grow business knowledge and networks by partnering 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

Enthusiastic, highly motivated self-starter with a strong work ethic and intense 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 self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines while adhering to laws and regulations
Efficient time and capacity management
Results-focused approach while acting in the client’s best interest
Flexibility to work weekends and/or extended hours as needed
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 degree such as business management, business administration, or finance
Bilingual Spanish, Mandarin, or Cantonese highly desired

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewarding of performance
In-office flexibility based on role-specific considerations