Relationship Banker

Bank of America

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

Posted 9/23/2026full-timeOak Ridge • Tennessee • 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 relationship building, with a strong focus on financial services and self-service banking technologies. Proficient in cash handling, problem-solving, and following regulatory guidelines to enhance the 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 TransactionsFinancial Services ProductsSales ExperienceTime ManagementProcess Adherence

Soft Skills

Relationship BuildingCollaborationCritical ThinkingAdaptabilityEnthusiasm

Tools & Technologies

Self-Service Banking Technologies

Industry Keywords

Financial Center OperationsRisk CultureClient ExperienceSales GoalsRegulatory Compliance

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Conduct in-depth 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 client relationships 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

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 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
Minimum education: High School Diploma / GED / Secondary School or equivalent
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’s Degree such as business management, business administration, or finance

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
Salary plus incentive environment mentioned for desired sales experience