About The Position

At Bank of America, Relationship Bankers engage clients in the financial center lobby, educate them about and assist them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately process cash transactions as needed. They hold in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role also involves managing financial center traffic, appointments, and outbound calls, and partnering with specialists in small business, lending, and investments. The position is based at the Key West Flagler Financial Center; Spanish is preferred. The stated schedule is first shift, 40 hours per week, with weekend and/or extended-hour work possible. Teammates may be scheduled at any financial center location within a reasonable distance.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • 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 deliver an experience that improves clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Effective and confident communication skills and comfort engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet clients’ needs.
  • Ability to follow established processes and guidelines, do what is right for clients and the bank, and adhere to applicable laws and regulations.
  • Efficient time and capacity management.
  • Ability to focus on results while acting in the client’s best interest.
  • Availability to work weekends and/or extended hours, including possible scheduling at a financial center within a reasonable distance.

Nice To Haves

  • Spanish language skills preferred.
  • 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 business management, business administration, or finance.

Responsibilities

  • Engage clients in the lobby and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build relationships with clients and hold conversations to understand their financial and life priorities and connect them with appropriate solutions.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Follow established processes and guidelines and comply with applicable laws and regulations.
  • Partner with experts in small business, lending, and investments to grow business knowledge and network.
  • Effectively manage financial center traffic, appointments, and outbound calls.
  • Drive the client experience.
  • Manage cash responsibilities.
  • Work weekends and/or extended hours as needed, potentially at any financial center location within a reasonable distance.

Benefits

  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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