Relationship Banker - Key West Flagler Financial Center - Spanish Preferred

Bank of America•Key West, FL

6d•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better through personal connections and responsible growth. The company describes an inclusive, caring workplace that supports teammates’ career development and physical, emotional, and financial wellness. Its in-office culture is intended to encourage collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The Relationship Banker engages clients in the financial center lobby, educates them about and assists them with self-service banking options such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. The role involves in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions aligned with their goals. The position also supports operational excellence, client relationships, financial center traffic, and the client experience.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results and clients’ interests.
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, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines, act in clients’ and the bank’s best interests, and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Must be able 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 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’s degree, such as business management, business administration, or finance.
Spanish preferred.

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.
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.
Engage clients in the lobby and educate and assist them with self-service banking resources, including mobile banking, online banking, and ATMs.
Process cash transactions accurately and efficiently as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their goals.