Relationship Banker

Bank of America

Engaging clients and assisting with banking transactions through self-service resources at Bank of America. Building relationship and understanding client financial goals with flexible scheduling.

Posted 7/16/2026full-timeLexington • Kentucky • 🇺🇸 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 managing financial transactions and adhering to regulatory guidelines. Proficient in educating clients on self-service banking technologies and applying critical thinking to meet their financial needs.

Highest-signal resume keywords

Client EngagementCash Transaction ProcessingSelf-Service Banking EducationCritical ThinkingRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingSelf-Service BankingMobile BankingOnline BankingATM Operations

Soft Skills

Relationship BuildingEffective CommunicationProblem-SolvingTime ManagementAdaptability

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceClient ExperienceFinancial 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 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
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Benefits

Comp & perks

affordable, competitive and flexible benefits