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 9/18/2026full-timeOak Creek • Wisconsin • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively managing cash transactions and adhering to financial regulations. Proficient in educating clients on mobile banking, online banking, and ATM technologies to enhance their financial experience.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TechnologiesFinancial Products KnowledgeSales TechniquesRisk ManagementOperational ExcellenceTime ManagementProcess Adherence

Soft Skills

Relationship BuildingCritical ThinkingProblem SolvingCollaborationAdaptability

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesClient ExperienceSales GoalsRegulatory ComplianceSelf-Service Technologies

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 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
Follow established processes and guidelines while adhering to applicable laws and regulations
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

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
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
Must be able to work weekends and/or extended hours, including assignment to any financial center within a reasonable distance
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
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for 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
Salary plus incentive environment (for relevant sales experience)