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Relationship Banker, English and Spanish Required
Bank of America. Engage clients in the lobby to educate and assist them with self-service banking resources .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and relationship building, with a strong focus on financial services products and solutions. Proficient in cash handling, self-service banking technologies, and compliance with established processes and regulations.
Highest-signal resume keywords
Cash Handling ExperienceFinancial Services KnowledgeBilingual in English and SpanishSales Experience in Financial ServicesClient Relationship Management
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 Transactions ProcessingSelf-Service Banking TechnologiesFinancial Needs AssessmentOperational ExcellenceTime Management
Soft Skills
Effective CommunicationRelationship-BuildingCritical ThinkingProblem-SolvingMotivated Self-Starter
Tools & Technologies
ATMOnline BankingMobile Banking
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial ServicesClient ExperienceRisk CultureSales GoalsCompliance
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with self-service banking 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 strive for operational excellence
- Build client relationships 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- High School Diploma / GED / Secondary School or equivalent
- English and Spanish Language Required
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Effective collaboration and relationship-building skills
- 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
- Ability to work weekends and/or extended hours
- May be scheduled at any financial center location 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
- Bachelor’s Degree or business-relevant Associate’s Degree preferred
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, build a career, and make an impact
- In-office culture supporting collaboration, engagement, and career development
- Salary plus incentive environment mentioned for relevant sales experience