Relationship Banker – Triad Market

Bank of America

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

Posted 9/22/2026full-timeBurlington • North Carolina • United StatesMid-LevelSeniorWebsite

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

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM TransactionsFinancial Products Knowledge

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementAdaptability

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceRisk CultureCompliance

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
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, guidelines, laws, and regulations
Partner with experts in small business, lending, and investments 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
Ability to collaborate effectively and build strong relationships
Passion, commitment, and drive to improve clients' financial lives
Confidence 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 transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours, including at any financial center within a reasonable distance
Minimum 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
Bachelor's Degree or business-relevant Associate’s Degree is desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office flexibility based on role-specific responsibilities and business needs