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Relationship Banker – Mass Southeast Market
Bank of America. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and financial services, with a strong focus on cash handling, transaction processing, and relationship building. Proficient in educating clients on self-service banking solutions while adhering to established guidelines and regulations.
Highest-signal resume keywords
Cash Handling ExperienceFinancial Services KnowledgeClient EngagementSales ExperienceProblem-Solving 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 TransactionsMobile BankingOnline BankingATM TransactionsFinancial Products KnowledgeSales Goals AchievementOperational ExcellenceRisk Culture ExecutionTime ManagementProcess Adherence
Soft Skills
Effective CommunicationRelationship BuildingCritical ThinkingMotivationCollaboration
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesClient ExperienceSelf-Service ResourcesFinancial GoalsSmall Business Partnerships
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist 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, guidelines, laws, and regulations
- Partner with small business, lending, and investment experts to grow business knowledge and network
- 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
- Collaborates effectively to get things done, building and nurturing strong relationships
- Passion, commitment and drive to improve clients' financial lives
- Confident identifying solutions for new and existing clients based on their needs
- Effective and confident communication; comfortable engaging all clients
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on ATM, online banking, and mobile banking self-service transactions
- Strong critical thinking and problem-solving skills
- Follows established processes and guidelines and applicable laws and regulations
- Efficient time and capacity management
- Must be able to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- High School Diploma / GED / Secondary School or equivalent
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Industry-leading benefits
- Paid time off
- Resources and support for employees