Relationship Banker

Bank of America

Relationship Banker engaging clients in the lobby to educate on self-service banking solutions. Accurately processing cash transactions and connecting clients to financial goals.

Posted 7/24/2026full-timeSaint Petersburg • Florida • 🇺🇸 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, with a strong ability to educate clients on self-service banking technologies. Possesses critical thinking and problem-solving skills to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceSelf-Service Technology Education

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingSelf-Service Banking TechnologiesFinancial Products KnowledgeSales TechniquesTime Management

Soft Skills

Effective CommunicationRelationship BuildingCritical ThinkingProblem-SolvingMotivation

Tools & Technologies

Mobile BankingOnline BankingATM

Industry Keywords

Financial ServicesClient SolutionsSales GoalsBusiness ManagementBusiness AdministrationFinance

About the role

Key responsibilities & impact

This job is 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
Key responsibilities include accurately and efficiently processing cash transactions for clients as needed
Job expectations include 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

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