Relationship Banker

Bank of America

Relationship Banker at Bank of America engaging clients in the lobby to assist with financial transactions and educate them on self-service resources. Processing transactions while connecting clients to financial solutions.

Posted 7/25/2026full-timeModesto • 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 communication skills to effectively educate clients on banking transactions and financial solutions. Exhibits critical thinking and problem-solving abilities to identify and meet client needs while adhering to established processes.

Highest-signal resume keywords

Client EngagementCash Transaction ProcessingCritical ThinkingProblem-SolvingSelf-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 CommunicationCollaborationEnthusiasmMotivationTime Management

Industry Keywords

Financial GoalsClient SolutionsBanking TransactionsFinancial Priorities

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
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
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank
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
Access to paid time off
Resources and support to make a genuine impact