Relationship Banker

Bank of America

Relationship Banker engaging clients in the lobby to assist with transactions and educate on financial solutions. Providing a great client experience while processing cash transactions and managing financial center responsibilities.

Posted 8/1/2026full-timeCharleston • South Carolina • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in cash handling and financial services, with a strong ability to engage clients and identify tailored solutions to meet their financial goals. Exhibits effective communication and collaboration skills to enhance the client experience and drive operational excellence.

Highest-signal resume keywords

Cash Handling ExperienceFinancial Services KnowledgeSales ExperienceClient Relationship ManagementCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingFinancial Priorities AssessmentOperational Excellence ExecutionClient Solutions IdentificationTraffic Management

Soft Skills

Enthusiastic Self-StarterEffective CommunicationCollaborationProblem-SolvingAdaptability

Certifications & Qualifications

Bachelor's DegreeAssociate's Degree

Industry Keywords

Financial ServicesClient ExperienceRisk CultureSalesClient Engagement

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions
Accurately process cash transactions for clients
Have deep conversations with clients about financial priorities
Connect clients to solutions that meet 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
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
Collaborates effectively to get things done
Displays passion and commitment to deliver an experience for clients
Confident in identifying solutions for clients based on their needs
Communicates effectively and confidently
Ability to learn and adapt to new information and technology platforms
Strong critical thinking and problem-solving skills
Must be able to work weekends and/or extended hours
Experience in financial services and knowledge of financial services industry
One year of demonstrated successful sales experience
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree

Benefits

Comp & perks

affordable, competitive and flexible benefits
physical, emotional, and financial wellness programs