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Relationship Banker
Bank of AmericaRelationship Banker engaging clients at Bank of America, educating on self-service banking and managing cash transactions. Building relationships to meet financial needs and goals.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building skills while effectively processing transactions and adhering to banking regulations. Possesses a solid understanding of financial services and the ability to identify solutions that meet clients' financial goals.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transaction ProcessingSelf-Service Technology EducationFinancial Needs AssessmentOperational ExcellenceTime Management
Soft Skills
Effective CommunicationRelationship BuildingProblem SolvingMotivationCollaboration
Certifications & Qualifications
Bachelor's DegreeAssociate's Degree in Business ManagementAssociate's Degree in Business AdministrationAssociate's Degree in Finance
Industry Keywords
Financial ServicesBanking RegulationsSales GoalsClient ExperienceBusiness Knowledge
About the role
Key responsibilities & impact- engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
- 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
- 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
- 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
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
- 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
- health insurance
- retirement plans
- paid time off
- professional development