Relationship Banker - Sarasota Market

Bank of America

Sarasota, Florida, US
Client transaction processing
Financial needs assessment
Self-service technology education
Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed

Job Summary

  • Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed.
  • Have deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their goals.
  • Build relationships with clients to meet financial needs, manage financial center traffic, and drive the client experience.

Matching Summary

Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed.

Skills & Requirements

Must-have

  • Client transaction processing
  • Financial needs assessment
  • Self-service technology education
  • Risk culture execution
  • Operational excellence
  • Client experience management

Nice-to-have

  • Building strong client relationships
  • Collaborating effectively with teammates
  • Passion and commitment to client success
  • Adaptability to new information and technology

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Ability to work weekends and/or extended hours
  • Travel to any financial center location within a reasonable distance

Work Rights

Not specified

Tailored Resume

Cover Letter