Relationship Banker

Bank of America

Bank of America Relationship Banker engaging clients in lobby to assist with transactions and educate them on self-service options. Responsible for building relationships and driving client experience while adhering to processes.

Posted 7/31/2026full-timeGarden Grove • 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 assist clients with financial transactions and solutions. Exhibits critical thinking and problem-solving abilities while adhering to established processes and guidelines.

Highest-signal resume keywords

Client EngagementCash Transaction ProcessingCritical ThinkingProblem-SolvingSelf-Service Technology Education

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash TransactionsFinancial SolutionsProcess AdherenceClient Appointment ManagementOutbound Call Management

Soft Skills

EnthusiasticSelf-StarterEffective CollaborationStrong Work EthicEffective Communication

Tools & Technologies

Self-Service Technologies

Industry Keywords

Client ExperienceFinancial GoalsFinancial Center ManagementClient Needs Assessment

About the role

Key responsibilities & impact

Engaging clients in the lobby to educate and assist with conducting transactions
Accurately and efficiently processing cash transactions for clients
Having deep conversations with clients to gain in-depth knowledge of financial and life priorities
Connecting clients to solutions that meet their financial goals
Following established processes and guidelines in daily activities
Managing financial center traffic, appointments, and outbound calls effectively
Driving the client experience

Requirements

What you’ll need

Is an enthusiastic, highly motivated self-starter with a strong work ethic
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
Must be able to work weekends and/or extended hours

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to employees