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Bank of America

Relationship Banker

Bank of America

Relationship Banker engaging clients for Bank of America by assisting with transactions via self-service resources. Building relationships to meet financial goals through deep conversations and personalized solutions.

Posted 6/26/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact
  • Engaging 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 processing cash transactions for clients as needed
  • Having 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

Requirements

What you’ll need
  • Experience in financial services and knowledge of financial services industry, 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

Benefits

Comp & perks
  • affordable, competitive and flexible benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
cash handlingfinancial services knowledgesales experiencetransaction processing
Soft Skills
client engagementcommunicationproblem-solvingrelationship building
Certifications
Bachelor's DegreeAssociate’s Degree in business managementAssociate’s Degree in business administrationAssociate’s Degree in finance