Relationship Banker

Bank of America

Relationship Banker serving clients and processing transactions across Bank of America’s Orange County South Market. Educating clients on banking solutions, managing cash, and driving financial-center experiences.

Posted 8/19/2026full-timeSan Clemente • California • 🇺🇸 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 educating clients on financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify client needs and provide tailored financial solutions.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationSales Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Products Knowledge

Soft Skills

Relationship BuildingCollaborationCritical ThinkingProblem SolvingTime Management

Certifications & Qualifications

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

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceRisk CultureClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM 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 relationships with clients to meet financial needs
Follow established processes and guidelines and comply with applicable laws and regulations
Grow business knowledge and network by partnering with experts in small business, lending, and investments
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 a 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 client solutions based on 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 transactions
Strong critical thinking and problem-solving skills
Ability to follow processes and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours, including at any financial center within a reasonable commuting distance
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 in business management, business administration, or finance (desired)

Benefits

Comp & perks

Base salary compensation; not incentive eligible
Benefits eligible
Paid time off
Resources and support for employees
Industry-leading benefits
Opportunities to learn, grow, and build a career
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits