Relationship Banker

Bank of America

Relationship Banker engaging clients to educate and assist with financial transactions through self-service resources. Managing cash transactions while providing solutions to meet clients' financial goals.

Posted 6/26/2026full-timeGreat Neck • New York • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

About the role

Key responsibilities & impact

Engages clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Accurately and efficiently processes cash transactions for clients as needed.
Has deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Executes the bank's risk culture and strives for operational excellence.
Builds relationships with clients to meet financial needs.
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Grows business knowledge and network by partnering with experts in small business, lending, and investments.
Manages financial center traffic, appointments, and outbound calls effectively.
Drives the client experience.
Manages cash responsibilities.

Requirements

What you’ll need

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.

Benefits

Comp & perks

This role is currently benefits eligible.
We provide industry-leading benefits.
Access to paid time off.
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

cash transactionsself-service technologiesmobile bankingonline bankingATMfinancial solutionsrisk managementoperational excellencecritical thinkingproblem-solving

Soft Skills

enthusiasticself-starterstrong work ethiccollaborationrelationship buildingcommunicationadaptabilitytime managementflexibilityresults-oriented