Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 10/27/2026full-timeHouston • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client engagement and financial services, focusing on educating clients about banking technologies and solutions to meet their financial goals. Strong ability to manage cash transactions and adhere to compliance regulations while driving an exceptional client experience.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeEffective CommunicationProblem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial Products KnowledgeSales ExperienceTime ManagementProcess Compliance

Soft Skills

Relationship BuildingCritical ThinkingAdaptabilityEnthusiasmCollaboration

Certifications & Qualifications

Bachelor’s DegreeAssociate Degree in Business ManagementAssociate Degree in Business AdministrationAssociate Degree in Finance

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceClient ExperienceSales Goals

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service 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 relationships with clients to meet financial needs
Follow established processes and guidelines and comply with 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
Collaborates effectively and builds strong relationships
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 self-service banking technologies, including ATM, online banking, and mobile banking
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines while adhering to laws and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
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 in business management, business administration, or finance (desired)

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility