Relationship Banker

Bank of America

Relationship Banker at Bank of America engaging clients to assist with transactions through self-service resources. Fostering financial well-being for clients using mobile banking and other technologies.

Posted 7/25/2026full-timeSan Bernardino • California • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong financial services knowledge and the ability to build client relationships while adhering to established processes and regulations. Excels in problem-solving, critical thinking, and effectively managing cash responsibilities to enhance the client experience.

Highest-signal resume keywords

Financial Services ExperienceSales ExperienceCash HandlingBilingual in SpanishClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services KnowledgeSales TechniquesCash ManagementBanking TransactionsSelf-Service Technologies

Soft Skills

Effective CommunicationCollaborationCritical ThinkingProblem-SolvingTime Management

Tools & Technologies

ATMOnline BankingMobile Banking

Certifications & Qualifications

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

Industry Keywords

Risk CultureOperational ExcellenceClient ExperienceFinancial NeedsBusiness Knowledge

About the role

Key responsibilities & impact

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.
Desired Qualifications: 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
Bilingual in Spanish

Benefits

Comp & perks

We provide industry-leading benefits
access to paid time off
resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.