Relationship Banker – Triad Market

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 9/22/2026full-timeWinston-Salem • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and transactions. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Needs AssessmentTime ManagementOperational ExcellenceRisk Culture ExecutionSales Goal AchievementFinancial Product Knowledge

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityCritical Thinking

Certifications & Qualifications

High School DiplomaGEDAssociate’s DegreeBachelor's Degree (Desired)

Industry Keywords

Financial ServicesClient ExperienceSales EnvironmentRegulatory ComplianceBusiness Management

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
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 strive for operational excellence
Build relationships with clients to meet financial needs
Follow established processes and guidelines while adhering to applicable laws and regulations
Partner with small business, lending, and investment experts to grow business knowledge and networks
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
Collaborates effectively and builds strong relationships
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
Follows established processes, guidelines, laws, and regulations
Efficient time and capacity management
Focus on results while acting in the client’s best interest
Must be able to work weekends and/or extended hours
May be scheduled at any financial center within a reasonable distance
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
High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance (desired qualification)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
40 hours per week