Relationship Banker – Triad Market

Bank of America

. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs .

Posted 10/8/2026full-timeHigh Point • North Carolina • United StatesMid-LevelSeniorWebsite

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, including mobile and online banking. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client Relationship ManagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationSales 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 Services Products Knowledge

Soft Skills

Enthusiastic Self-StarterStrong Work EthicCollaborationCritical ThinkingTime Management

Certifications & Qualifications

High School DiplomaGEDAssociate's Degree in Business ManagementBachelor's Degree in Finance

Industry Keywords

Financial Center OperationsRisk CultureOperational ExcellenceSales GoalsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
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 client relationships to meet financial needs
Follow processes, guidelines, 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
Confident identifying solutions for new and existing clients
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 transactions
Strong critical thinking and problem-solving skills
Follows 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
High School Diploma / GED / Secondary School or equivalent required
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 in business management, business administration, or finance

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development
Salary plus incentive environment mentioned for desired sales experience