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Relationship Banker
Bank of AmericaRelationship Banker helping Bank of America clients conduct transactions and identify financial solutions. Building client relationships while managing cash, appointments, traffic, and referrals.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building skills while effectively educating clients on mobile banking, online banking, and ATM technologies. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs and goals.
Highest-signal resume keywords
Client EngagementCash HandlingFinancial Services ExperienceEffective Communication SkillsTime Management
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 TransactionsMobile BankingOnline BankingATM TechnologiesSales ExperienceFinancial Needs AssessmentProcess AdherenceRisk ManagementOperational ExcellenceFinancial Goal Solutions
Soft Skills
Relationship BuildingCollaborationMotivationCritical ThinkingProblem Solving
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial ServicesClient ExperienceSales GoalsRegulationsBusiness Management
About the role
Key responsibilities & impact- Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATMs
- Accurately and efficiently process cash transactions
- Conduct deep conversations to understand clients’ financial and life priorities
- Connect clients with solutions that meet their financial goals
- Execute the bank’s risk culture and pursue operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes, guidelines, laws, and regulations
- Partner with small business, lending, and investment experts to grow business knowledge and networks
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
Requirements
What you’ll need- High School Diploma / GED / Secondary School or equivalent
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Ability to collaborate effectively and build strong relationships
- Passion, commitment, and drive to improve clients’ financial lives
- Confidence identifying solutions for new and existing clients based on their needs
- Effective and confident communication skills
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
- Strong critical thinking and problem-solving skills
- Ability to follow established processes and guidelines while adhering to applicable laws and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance
- Desired: financial services experience and industry knowledge
- Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals
- Desired: six months of cash handling experience
- Desired: 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
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Performance recognition and rewards
- Inclusive workplace and career development opportunities
- Flexibility based on role-specific responsibilities and business needs