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Relationship Banker – English, Spanish
Bank of America. Engage clients in the lobby to educate and assist them with self-service banking transactions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and communication skills while effectively educating clients on self-service banking technologies. Possesses critical thinking abilities to connect clients with financial solutions and manage cash responsibilities in a fast-paced environment.
Highest-signal resume keywords
Cash Handling ExperienceFinancial Services KnowledgeSales ExperienceBilingual in English and SpanishClient 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
Self-Service Banking EducationCash Transaction ProcessingFinancial Goal SolutionsOperational ExcellenceCritical ThinkingProblem-SolvingTechnology AdaptationSales Goal AchievementFinancial Products KnowledgeAppointment Management
Soft Skills
Effective CommunicationClient EngagementRelationship BuildingAdaptabilityTeam Collaboration
Tools & Technologies
ATM TechnologyOnline Banking PlatformsMobile Banking Applications
Certifications & Qualifications
High School DiplomaGEDAssociate’s DegreeBachelor's Degree
Industry Keywords
Financial ServicesRisk CultureOperational GuidelinesClient ExperienceSales Incentive Environment
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with self-service banking transactions
- Process cash transactions accurately and efficiently
- 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 pursue operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes, guidelines, 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
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- 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
- Effective communication and confident engagement with all clients
- Desired: experience in financial services and knowledge of financial services products and solutions
- Desired: one year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Desired: six months of cash handling experience
- Desired: Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- In-office flexibility based on role-specific responsibilities and business needs
- Salary plus incentive environment mentioned as relevant experience context