Senior Banker - Key West Flagler Financial Center

Bank of America•Key West, FL

6d•Onsite

About The Position

The Senior Banker serves as the first point of contact for financial center clients, uncovering the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients with specialists. The role deepens client relationships through platform services, supports clients with self-service and transactional activities, and provides exceptional client care. It also involves proactively connecting with clients through outbound calls and conducting consistent follow-up routines. The position partners with teams to provide consumer and small business solutions, services, and strategies; assists and educates clients on self-service technologies; and uses available resources, technologies, and processes to deliver an accurate, operationally excellent client experience. The Senior Banker follows established processes, laws, and guidelines when opening and maintaining accounts and supporting Digital Assisted Shopping, and manages interactions in the best interests of clients and the bank while meeting regulatory requirements. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients' financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Strong written and verbal communication skills.
Communicate effectively and confidently and be comfortable engaging with clients in person and by phone.
Learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Apply critical-thinking and problem-solving skills to meet client needs.
Demonstrate effective time-management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
Be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location due to state laws.
Work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
High school diploma, GED, secondary school, 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 previous experience using laptop technology.
Skills in active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies based on their personal banking needs and life priorities.
Assist, educate, and train clients to conduct 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 day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients and complying with regulatory requirements.
Proactively connect with clients through outbound calls and conduct consistent follow-up routines.