Relationship Banker

Bank of America

Relationship Banker serving clients at Bank of America financial centers in New York City. Educating clients, processing transactions, managing cash, and connecting customers with financial solutions.

Posted 8/16/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

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 processing transactions and educating clients on financial services. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementCash Transaction ProcessingFinancial Services KnowledgeEffective CommunicationTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingMobile BankingOnline BankingATM TechnologiesSales ExperienceFinancial Products Knowledge

Soft Skills

Relationship BuildingCritical ThinkingProblem SolvingMotivationCollaboration

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureClient ExperienceSales Goals

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 in-depth 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 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

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
Confidence identifying solutions for new and existing clients
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 and capacity management
Must be able to work weekends and/or extended hours
Must be able to travel to any financial center location within a reasonable distance
High School Diploma / GED / Secondary School or equivalent
Desired: Experience in financial services and knowledge of financial services products and solutions
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

Benefits

Comp & perks

Benefits eligible
Industry-leading benefits
Paid time off
Resources and support for employees
Base salary compensation
Predictable pay
Not incentive eligible