Relationship Banker

Bank of America

Relationship Banker engaging clients in lobby for assisting with transactions and educating on self-service resources at Bank of America branches. Providing solutions that meet financial goals based on client conversations.

Posted 7/25/2026full-timePetaluma • 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 client engagement and relationship-building skills while effectively educating clients on self-service banking transactions. Applies critical thinking and problem-solving abilities to connect clients with financial solutions that align with their goals.

Highest-signal resume keywords

Client EngagementCash Transaction ProcessingCritical ThinkingRelationship BuildingSelf-Service Technology Education

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingSelf-Service Technology Education

Soft Skills

Effective CommunicationProblem-SolvingTime ManagementEnthusiasmMotivation

Industry Keywords

Financial GoalsClient SolutionsBanking TransactionsClient Relationships

About the role

Key responsibilities & impact

Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
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.

Requirements

What you’ll need

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
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.
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Efficiently manages time and capacity.
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

Access to paid time off
Support for physical, emotional, and financial wellness.
Affordable, competitive, and flexible benefits.