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Relationship Banker
Bank of AmericaRelationship Banker engaging clients at Bank of America to assist with financial transactions. Processing cash transactions and connecting clients to solutions for their financial goals.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building skills to effectively meet financial needs while adhering to established processes. Possesses a solid understanding of financial services, products, and solutions, complemented by critical thinking and problem-solving abilities.
Highest-signal resume keywords
Financial Services ExperienceCash Handling ExperienceSales ExperienceClient Relationship ManagementCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transactions ProcessingFinancial Products KnowledgeSales TechniquesSelf-Service Resources UtilizationOperational Excellence
Soft Skills
Effective CommunicationRelationship BuildingAdaptabilityEnthusiasmCollaboration
Certifications & Qualifications
Bachelor's DegreeAssociate's Degree in Business ManagementAssociate's Degree in Business AdministrationAssociate's Degree in Finance
Industry Keywords
Financial GoalsClient ExperienceRisk CultureBusiness KnowledgeFinancial Center Operations
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
- 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
- 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
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
- communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- applies strong critical thinking and problem-solving skills to meet clients' needs
- 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- industry-leading benefits
- access to paid time off
- resources and support to our employees