Relationship Banker
About the job
- A high school diploma, GED, secondary school qualification, or equivalent is required.
- The candidate must be highly motivated, results-focused, client-oriented, and able to collaborate effectively.
- The candidate must communicate confidently, engage clients, identify needs-based solutions, and educate clients on self-service banking technologies.
- The candidate must learn and adapt to new information and technology platforms, apply critical thinking and problem-solving skills, manage time and capacity efficiently, and follow established processes, laws, and regulations.
- The candidate must be able to work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance.
- 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 while adhering to applicable laws and regulations.
- Partner with experts in small business, lending, and investments to grow business knowledge and the professional network.
- Manage financial-center traffic, appointments, and outbound calls.
- Drive the client experience.
- Manage cash responsibilities.
- Engage clients in the lobby, educate them, assist with self-service transactions, process cash transactions accurately and efficiently, and connect clients to solutions aligned with their financial and life priorities.
- Experience in financial services and knowledge of financial-services products and solutions.
- One year of successful sales experience in a salary-plus-incentive environment with individual sales goals.
- Six months of cash-handling experience.
- A bachelor's degree or a business-relevant associate's degree, such as business management, business administration, or finance.
About the company
Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.
Company Size
10,001+
Company Stage
IPO
Headquarters
Charlotte, North Carolina
Founded
1904
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Simplify's Take
What believers are saying
- Profits are climbing: net income rose 27% to $9.1 billion in the June 2026 quarter on trading and dealmaking.
- Tech careers have budget behind them: $4 billion of Bank of America's $13 billion yearly tech spend funds new initiatives.
- Cheap funding cushions profits: $530 billion of its $2.03 trillion in deposits paid no interest at June 2026.
What critics are saying
- Falling rates pinch lending profit: lower rates partly offset its 9% rise in interest income in the June 2026 quarter.
- AI is reshaping jobs: over 200,000 employees use AI tools, sending 400,000-plus prompts daily as of July 2026.
- Succession remains open: CEO Brian Moynihan plans to stay through decade's end after a December 2025 executive shake-up.
What makes Bank of America unique
- Small firms bank here: it serves 4 million small businesses and calls itself the top US small business lender.
- Wealth management is a second engine: Merrill, its brokerage, and the Private Bank oversee about $4.9 trillion in client balances.
- Customers use its chatbot at scale: virtual assistant Erica has logged over 3 billion client interactions since 2018.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Paid Vacation
Paid Sick Leave
Flexible Work Hours
Remote Work Options
Professional Development Budget
Conference Attendance Budget
Growth & Insights and Company News
6 month growth
-1%1 year growth
-1%2 year growth
-1%A $1.2 billion penalty against Bank of America has put financial compliance in focus, and investors are looking at the companies that help banks meet regulators' demands. Simply Wall St highlights three US-listed RegTech stocks. Red Violet, an identity intelligence provider, earns about $99 million from its Identity and Information Solutions unit and has a market value near $1.3 billion. First Advantage, which offers background screening and digital identity services, draws about $782 million from its Americas business and $103 million from international operations. Its market value is near $3.3 billion. Mitek Systems, whose software supports KYC, onboarding, and fraud checks, earns about $198 million from proprietary software and has a market value near $754 million.
The US Treasury has fined Bank of America $1.2 billion for violating anti-money laundering and sanctions laws. It is the third largest penalty in financial crimes history. The Treasury said the bank failed to mitigate and report national security risks, including Chinese money laundering networks and illicit finance along the Southwest border. It also violated sanctions programmes covering Iran, Russia, narcotics, and global terrorism. Bank of America admitted wrongdoing and said it is investing billions of dollars in technology to prevent further violations. Its third quarter results will include a non-tax deductible charge of $1.2 billion, cutting net income by about 17 cents per share. Regulators will not cap the bank's asset size. They are requiring it to work with a third party to identify unreported violations. Treasury Secretary Scott Besent said the action shows "even the biggest financial institutions are not above the law.
Accelevation Holdings Corp. (Nasdaq: ACCV) has signed a new $650 million senior secured credit agreement. It replaces the credit facilities the company set up before its initial public offering. The deal includes a $400 million revolving credit facility and a $250 million Term Loan A, both maturing in 2031. Pricing is Term Secured Overnight Financing Rate (SOFR) plus 1.50% to 2.50%, down from SOFR plus 4.50% to 5.25%. "The new facilities extend our maturity profile, reduce our borrowing costs, and provide flexibility to continue investing in our business," said chief financial officer Ken Krause. Bank of America, N.A. acted as administrative agent and collateral agent. The Miamisburg, Ohio-based company designs, manufactures, and installs systems for mission-critical infrastructure.
Blackstone is leading a $1bn private credit financing to support the combination of the security enterprise solutions businesses of Leidos Holdings and Analogic Corporation, Bloomberg reported. Blackstone Credit & Insurance is reportedly lead lender and joint lead arranger, alongside HPS Investment Partners, Bank of America, and Wells Fargo. Leidos, a listed engineering and technology services company based in Virginia, serves government and commercial clients. It generated $17.2bn in revenue in 2025. Analogic develops imaging, detection, artificial intelligence, and automation technologies. Private equity firm Altaris acquired it in a $1.1bn take-private deal in 2018. Blackstone was reportedly also among the lenders in a recent financing for Waymo, which was increased to $5bn.
Houston-based energyRe has closed an $815 million financing package for five solar projects in South Carolina. It is one of the largest solar-only project financing deals in the state's history. The projects total about 360MW of new capacity and are contracted under 25-year power purchase agreements. They will provide tens of millions in revenue for local governments. Bank of America, Canadian Imperial Bank of Commerce and Santander supported the financing. Santander also served as financial advisor to energyRe. The deal brings the total energyRe has raised for its solar portfolio to more than $1.9 billion. The company aims to invest $2 billion in South Carolina by 2030.