Relationship Banker

Bank of America

Relationship Banker educating clients and conducting transactions through various self-service resources at Bank of America. Building meaningful connections to address financial needs and goals.

Posted 7/1/2026full-timeColumbia • Montana • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services, including cash handling and client engagement, while effectively connecting clients to financial solutions that align with their goals. Proven ability to achieve sales targets in a competitive environment, leveraging strong communication skills to build relationships.

Highest-signal resume keywords

Financial Services ExperienceSales ExperienceCash HandlingBachelor's DegreeClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM OperationsSales Goals

Soft Skills

Client CommunicationRelationship BuildingProblem Solving

Industry Keywords

Financial ProductsFinancial SolutionsBusiness ManagementBusiness AdministrationFinance

About the role

Key responsibilities & impact

Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
Accurately and efficiently processing cash transactions for clients as needed
Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions that meet their financial goals

Requirements

What you’ll need

Experience in financial services and knowledge of financial services industry, 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

Benefits

Comp & perks

Access to paid time off
Resources and support for employees