About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role also processes cash transactions accurately and efficiently as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position contributes to the bank’s risk culture and operational excellence, builds client relationships, and follows established processes and applicable laws and regulations. It works with partners in small business, lending, and investments to expand business knowledge and connect clients with expertise. The role manages financial center traffic, appointments, outbound calls, the client experience, and cash responsibilities. This is an in-office position with a first shift schedule of 40 hours per week. Weekend and/or extended hours may be required, and the employee may be scheduled at any financial center location within a reasonable distance. English and Spanish bilingual ability is required.

Requirements

  • Bilingual in English and Spanish.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
  • Collaborates effectively, getting things done while building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
  • Confidently identifies solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confident in educating clients on simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet client needs.
  • Follows established processes and guidelines, adheres to applicable laws and regulations, and acts in the best interest of clients and the bank.
  • Efficiently manages time and capacity.
  • Focuses on results while acting in the client’s best interest.
  • Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
  • High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

  • Experience in financial services and knowledge of the 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 degree, such as in business management, business administration, or finance.

Responsibilities

  • Engage clients in the lobby and educate and assist them with transactions using self-service resources such as mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Build relationships with clients to meet their financial needs.
  • Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Partner with experts in small business, lending, and investments to grow business knowledge and networks.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service