Relationship Banker

Bank of America

Relationship Banker helping Bank of America clients achieve financial goals in Scottsdale/Phoenix. Processing transactions, managing cash, and connecting clients with banking, lending, and investment solutions.

Posted 8/4/2026full-timeScottsdale • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

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 educating clients on self-service banking resources. Possesses a solid understanding of financial services products and solutions, with a focus on achieving individual sales goals and operational excellence.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingSelf-Service Banking EducationFinancial Needs AssessmentProblem-SolvingTime Management

Soft Skills

Relationship BuildingEnthusiasmMotivationCollaborationAdaptability

Tools & Technologies

Mobile BankingOnline BankingATMs

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceComplianceRisk Culture

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service resources such as mobile banking, online banking, and ATMs
Assist clients with conducting transactions through self-service resources
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 strive for operational excellence
Build client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with small business, lending, and investment experts
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

Requirements

What you’ll need

Enthusiastic, highly motivated self-starter with strong work ethic and intense focus on results
Collaborates effectively and builds strong relationships
Passion, commitment, and drive to improve clients’ financial lives
Ability to identify solutions for new and existing clients based on their needs
Effective and confident communication skills
Comfortable engaging all clients
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours and at financial center locations within a reasonable distance
Experience in financial services and knowledge of financial services 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 (desired qualification)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, build a career, and make an impact
Inclusive workplace and career development opportunities