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Relationship Banker – English, Spanish
Bank of America. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs .
Core Competencies
Role fitCore 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 technologies. Proficient in cash handling and committed to operational excellence and compliance with regulations.
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
Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM EducationFinancial Products KnowledgeSales Goal AchievementOperational ComplianceTime ManagementCritical ThinkingProblem Solving
Soft Skills
Effective CommunicationCollaboration SkillsMotivationAdaptabilityRelationship Building
Certifications & Qualifications
High School DiplomaGEDAssociate Degree
Industry Keywords
Financial ServicesClient ExperienceRisk CultureOperational ExcellenceSelf-Service Technologies
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
- 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 pursue operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes and guidelines and comply with applicable laws and regulations
- Partner with small business, lending, and investment experts to grow business knowledge and networks
- 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
- Confidence identifying solutions for new and existing clients
- 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
- May be scheduled at any financial center location within a reasonable distance
- English and Spanish language required
- High school diploma, GED, secondary school, or equivalent required
- Desired: experience in financial services and knowledge of financial services products and solutions
- Desired: one year of 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 degree
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 culture supporting collaboration, engagement, and career development