Relationship Banker

Bank of America

. Engage clients in the lobby and educate them on self-service resources .

Posted 11/9/2026full-timeTampa • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core 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 resources. Proficient in cash handling and managing financial transactions while adhering to established guidelines and regulations.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking AssistanceOnline Banking AssistanceATM Transactions EducationFinancial Products Knowledge

Soft Skills

Relationship-Building SkillsCritical ThinkingProblem-Solving SkillsTime ManagementAdaptability

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureSales GoalsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Have in-depth conversations with clients about their 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
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
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, including at any financial center 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

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
40 hours per week