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Relationship Banker
Bank of AmericaEngaging clients in lobby to assist with transactions and build financial relationships. Processing cash transactions and driving client experience as a Relationship Banker at Bank of America.
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 managing cash transactions and adhering to banking regulations. Possesses a solid understanding of financial services and the ability to educate clients on self-service banking technologies.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceProblem-Solving Skills
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 TransactionsSelf-Service TechnologiesBanking RegulationsFinancial Products KnowledgeSales Techniques
Soft Skills
Effective CommunicationRelationship BuildingCritical ThinkingTime ManagementAdaptability
Tools & Technologies
Mobile BankingOnline BankingATM
Certifications & Qualifications
Bachelor's DegreeAssociate's Degree in Business ManagementAssociate's Degree in Business AdministrationAssociate's Degree in Finance
Industry Keywords
Financial ServicesClient ExperienceOperational ExcellenceRisk CultureSales Goals
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
- 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
- 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