Relationship Banker

Bank of America

Relationship Banker engaging clients in the lobby and assisting with transactions. Educating clients about self-service resources, while adhering to the bank's guidelines for operational excellence.

Posted 7/31/2026full-timePalmetto • Florida • 🇺🇸 United StatesJuniorWebsite

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 managing cash transactions and adhering to regulatory guidelines. Possesses a solid understanding of financial services and the ability to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsFinancial SolutionsSales TechniquesOperational ExcellenceTime Management

Soft Skills

Relationship BuildingEffective CommunicationProblem SolvingAdaptabilityMotivation

Certifications & Qualifications

Bachelor's DegreeAssociate's Degree

Industry Keywords

Financial ServicesClient ExperienceRisk CultureBusiness ManagementBusiness Administration

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, 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
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
Applies strong critical thinking and problem-solving skills to meet clients' needs
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
Health insurance
Retirement plans
Paid time off
Professional development opportunities