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Relationship Banker – Ocean-Monmouth Market
Bank of America. Engage clients in the lobby and educate them about self-service resources .
Core Competencies
Role fitCore 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, transaction processing, and adhering to regulatory guidelines to drive operational excellence.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience
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 AssistanceOnline Banking AssistanceATM Transactions EducationFinancial Services Products KnowledgeSales Goal AchievementTime ManagementProblem-SolvingCritical ThinkingRegulatory Compliance
Soft Skills
Relationship BuildingCollaborationAdaptabilityWork EthicFocus on Results
Certifications & Qualifications
High School DiplomaGEDAssociate's Degree (Business Relevant)
Industry Keywords
Financial ServicesClient ExperienceOperational ExcellenceRisk CultureSales Environment
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them about self-service resources
- Assist clients with mobile banking, online banking, and ATM transactions
- Accurately and efficiently process cash transactions
- Conduct deep 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 relationships with clients to meet financial needs
- Follow established processes and guidelines while adhering to applicable 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
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- Strong work ethic and focus on results
- Ability to collaborate effectively and build relationships
- Ability to identify solutions for new and existing clients
- 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
- Experience in financial services and knowledge of financial services 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
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (desired)
Benefits
Comp & perks- Benefits eligible
- Industry-leading benefits
- Paid time off
- Resources and support for employees
- Base salary compensation
- Full-time schedule, 40 hours per week