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TA of America3 weeks ago

Relationship Banker - Key West Flagler Financial Center

On-site · Key West, Florida, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise

Job Summary

Relationship Banker at Bank of America in Key West focuses on engaging clients in the lobby and guiding them through transactions using self-service tools (ATM, online, mobile). Responsibilities include processing cash transactions, building client relationships to understand financial needs, connecting clients with solutions across lending, investments, and small business services, managing traffic and outbound calls, and ensuring compliance with laws and bank policies. The role emphasizes delivering an outstanding client experience, collaboration with product experts, and ongoing knowledge growth in financial services. Key skills include client-focused communication, problem solving, adaptability to technology platforms, and time-management to support a 40-hour week with potential weekend/hours as needed.

Required Qualifications

  • Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
  • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
  • 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
  • Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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TA of America

Relationship Banker - Key West Flagler Financial Center

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