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Relationship Banker
Bank of America. Engage clients in the lobby .
Posted 11/6/2026full-timeSacramento • California • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building capabilities while effectively educating clients on financial services products and solutions. Exhibits critical thinking and problem-solving skills to identify client needs and drive operational excellence in a financial center environment.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills
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 Self-Service EducationTime ManagementProblem-SolvingCompliance with Laws and RegulationsSales Goal AchievementFinancial Needs AssessmentOperational Excellence
Soft Skills
Relationship-BuildingCollaborationAdaptabilityEnthusiasmMotivation
Certifications & Qualifications
High School Diploma / GED / Secondary School or EquivalentBachelor's DegreeBusiness-Relevant Associate's Degree
Industry Keywords
Financial ServicesClient ExperienceRisk CultureFinancial GoalsSmall BusinessLendingInvestments
About the role
Key responsibilities & impact- Engage clients in the lobby
- Educate and assist clients 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 financial goals
- Execute the bank's risk culture and pursue operational excellence
- Build client relationships to meet financial needs
- Follow established processes and guidelines while complying with laws and regulations
- Partner with experts in small business, lending, and investments to grow business knowledge and networks
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
- Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs
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
- 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 transactions
- 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
- Ability to work 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
- High School Diploma / GED / Secondary School or equivalent required
- FDIC hiring restrictions apply regarding specified criminal history
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Paid time off
- Resources and support for employees
- Base salary compensation
- Benefits eligibility