Relationship Banker

Bank of America

Relationship Banker at Bank of America, engaging clients in transactions and providing financial education. Responsibilities include cash handling, relationship building, and adhering to bank guidelines.

Posted 7/22/2026full-timeTomball • Texas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client engagement and financial services, effectively educating clients on self-service banking technologies while adhering to regulatory guidelines. Possesses strong problem-solving skills and a results-oriented mindset to meet clients' financial needs.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsSelf-Service TechnologiesMobile BankingOnline BankingATM OperationsFinancial Products KnowledgeSales Goals AchievementRegulatory ComplianceTime ManagementProblem Solving

Soft Skills

Relationship BuildingEffective CommunicationAdaptabilityMotivationCollaboration

Certifications & Qualifications

Bachelor’s DegreeAssociate Degree in Business ManagementAssociate Degree in Business AdministrationAssociate Degree in Finance

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceRisk CultureBusiness Knowledge

About the role

Key responsibilities & impact

Responsible for 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.
Can be flexible to work weekends and/or extended hours as needed.
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 degree such as business management, business administration, or finance.

Benefits

Comp & perks

Health insurance
Paid time off
Flexible work arrangements
Professional development opportunities