Relationship Banker

Bank of America

. Engage clients in the lobby .

Posted 9/22/2026full-timePeabody • Massachusetts • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

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 technologies. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementFinancial Services KnowledgeCash Handling ExperienceEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM EducationFinancial Needs AssessmentOperational ExcellenceTime ManagementCapacity ManagementSales Goal AchievementRegulatory Compliance

Soft Skills

Relationship BuildingCollaborationProblem SolvingAdaptabilityEnthusiasm

Certifications & Qualifications

High School DiplomaGEDAssociate’s DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceRisk CultureSelf-Service ResourcesBusiness Knowledge

About the role

Key responsibilities & impact

Engage clients in the lobby
Educate and assist clients with transactions through mobile banking, online banking, ATM, and other 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 while adhering to applicable laws and regulations
Grow business knowledge and network by partnering 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 intense focus on results
Strong collaboration and relationship-building abilities
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, including at any financial center within a reasonable distance
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

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
Benefits eligibility