About The Position

At Bank of America, the Relationship Banker helps clients make progress toward their financial goals by engaging them in the financial center lobby, educating and assisting them with transactions through self-service options such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with appropriate solutions. The position also supports the bank’s risk culture and operational excellence, manages financial center traffic and cash responsibilities, and partners with specialists in small business, lending, and investments. English and Spanish fluency are required. The role is based in an in-office financial center environment and may require work at another nearby financial center.

Requirements

  • Bilingual in English and Spanish.
  • Demonstrated ability to engage clients confidently and communicate effectively.
  • Ability to identify solutions for new and existing clients based on their needs.
  • Ability to educate clients on simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
  • Strong critical thinking and problem-solving skills.
  • Ability to learn and adapt to new information and technology platforms.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Strong work ethic, motivation, focus on results, and commitment to acting in clients’ best interests.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently.
  • Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
  • High school diploma, GED, secondary school, or equivalent.

Nice To Haves

  • Experience in financial services and knowledge of financial services 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 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 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, acting in the best interests of clients and the bank and complying with applicable laws and regulations.
  • Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.

Benefits

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