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 accurately and efficiently processes cash transactions as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position requires working in an in-office financial center environment and may involve being scheduled at another financial center within a reasonable distance. The role is a 1st-shift position for 40 hours per week and requires the ability to work weekends and/or extended hours.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • English and Spanish language proficiency is required.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to improve clients' financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Effective and confident communication skills and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Ability to educate clients on simple banking transactions using self-service technologies, including ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently and focus on results while acting in clients' best interests.
  • Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Nice To Haves

  • 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.

Responsibilities

  • 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 clients' and the bank's best interests and complying with applicable laws and regulations.
  • Grow business knowledge and networks 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.
  • Engage clients in the lobby and educate and assist them with self-service banking transactions.
  • Have conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.
  • Accurately and efficiently process cash transactions as needed.

Benefits

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