Relationship Banker

Bank of America

Relationship Banker helping Mesa-area clients with transactions, self-service banking, and financial solutions at Bank of America. Building client relationships, managing cash, and connecting customers with lending, investment, and small-business experts.

Posted 8/4/2026full-timeMesa • 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 financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationFinancial Services Products Knowledge

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementAdaptability

Certifications & Qualifications

Bachelor's DegreeAssociate's Degree in Business ManagementAssociate's Degree in Business AdministrationAssociate's Degree in Finance

Industry Keywords

Banking TransactionsRisk CultureOperational ExcellenceSales GoalsFinancial Center Management

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 banking transactions
Accurately and efficiently process cash transactions
Have deep conversations with clients to understand their financial and life priorities
Connect clients to solutions that meet their financial goals
Execute the bank's risk culture and strive for 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
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 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
Ability to engage 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 laws and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours
May be scheduled at any financial center within a reasonable distance
Experience in financial services and knowledge of financial services products and solutions preferred
One year of successful sales experience in a salary-plus-incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor's degree or business-relevant Associate’s Degree such as business management, business administration, or finance preferred

Benefits

Comp & perks

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