Relationship Banker

Bank of America

Bank of America Relationship Banker serving clients through lobby engagement, cash transactions, and self-service banking education. Connecting customers with financial solutions at an in-office financial center.

Posted 8/8/2026full-timeFrisco • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service technologies. Possesses critical thinking and problem-solving abilities to identify solutions that meet clients' financial needs.

Highest-signal resume keywords

Cash Handling ExperienceSales Experience in Financial ServicesClient Engagement and Relationship BuildingKnowledge of Financial Services ProductsEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingFinancial Services KnowledgeSales Goal AchievementTime ManagementProblem-Solving

Soft Skills

Enthusiastic Self-StarterEffective CollaborationAdaptability to New TechnologiesFlexibility in Work HoursStrong Work Ethic

Tools & Technologies

Mobile BankingOnline BankingATM Technologies

Certifications & Qualifications

High School DiplomaGEDAssociate's Degree in Business ManagementBachelor's Degree in Business Administration or Finance

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceRisk CultureEstablished Processes and Guidelines

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist 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 to solutions that meet 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 experts in small business, lending, and investments to grow business knowledge and network
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
Effective collaboration and relationship-building skills
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; 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 self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time management and capacity management
Flexibility to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services products and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
High School Diploma / GED / Secondary School or equivalent required
Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration, or finance desired

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Commitment to an inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and reward for performance
Opportunities to make an impact in the communities served