Senior Banker - Key West Flagler Financial Center

Bank of America • Key West, FL

4d • Onsite

About The Position

At Bank of America, the Senior Banker helps make clients’ financial lives better by serving as a first point of contact for financial center clients. The role uncovers the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. It deepens client relationships through platform services, supports clients with self-service and transactional activities, and delivers exceptional client care. The role also includes proactive outbound calls and consistent follow-up routines.

Bank of America describes its culture as centered on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with role-specific flexibility based on responsibilities and business needs.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in clients’ best 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.
• Strong written and verbal communication skills; ability to communicate confidently and engage clients in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the role’s start date; exact timeframe varies by location and state laws.
• Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
• High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

• Associate’s or bachelor’s degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary-plus-incentive environment.
• Experience in an environment with individual and/or team goals that were routinely met or exceeded.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills, including Microsoft applications, and prior experience using laptop technology.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies while identifying clients’ personal banking needs and helping them navigate life priorities.
• Assist, educate, and train clients in completing simple transactions through self-service technologies.
• Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines for daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate actions for the bank and clients while complying with regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
• Connect clients to specialists and deepen client relationships through platform services.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED