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Relationship Banker
Bank of America. Engage clients in the lobby and educate them about self-service resources .
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 mobile banking, online banking, and ATM transactions. Possesses critical thinking and problem-solving abilities to connect clients with financial solutions and manage cash responsibilities.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceCritical Thinking
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 AssistanceOnline Banking AssistanceATM Transactions EducationFinancial Products Knowledge
Soft Skills
Effective CommunicationProblem-SolvingRelationship BuildingAdaptability
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesOperational ExcellenceRisk CultureClient ExperienceSales Goals
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them about 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 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
- 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 transactions
- Strong critical thinking and problem-solving skills
- Effective communication and client engagement skills
- 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 teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Career development opportunities
- Inclusive workplace and career-building opportunities