Relationship Banker

Bank of America

. Engage clients in the lobby and educate them on self-service resources .

Posted 10/2/2026full-timeNew York City • New York • United StatesJunior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core 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 and self-service resources. Proficient in cash handling, transaction processing, and adhering to regulatory guidelines to enhance the client experience.

Highest-signal resume keywords

Client Relationship ManagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking AssistanceOnline Banking AssistanceATM Transactions EducationSales Goal AchievementTime ManagementCritical ThinkingProblem-Solving

Soft Skills

Enthusiastic Self-StarterCollaborative Team PlayerStrong Work EthicAdaptabilityClient Engagement

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceFinancial GoalsEstablished ProcessesRegulatory Compliance

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients with solutions aligned to their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner 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
Collaborates effectively and builds strong relationships
Passion, commitment and drive to improve clients’ financial lives
Confident identifying solutions for new and existing clients
Effective and confident communication; comfortable engaging all clients
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
Follows established processes, guidelines, laws, and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours and travel to any financial center within a reasonable distance
High School Diploma / GED / Secondary School or equivalent
Preferred 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 is desired

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
1st shift schedule