Senior Client Relationship Banker

Bank of America; Key West (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, guide clients to solutions, and connect them with specialists.

Expect outbound calls and proactive follow-up to deepen relationships. You will assist with everyday banking activities, educate clients on digital tools, and maintain high standards of service while meeting regulatory requirements.

Qualifications

• Min 1 year of sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Ability to adapt to new information and technology platforms.
• Experience with financial services and banking products is a plus.

Responsibilities

• Partners with teams to provide consumer and small business solutions.
• Educates clients on self-service transactions and digital tools.
• Leverages resources to optimize the client experience and accuracy.
• Adheres to processes and regulatory requirements in day-to-day activities.
• Manages client interactions and determines the best action for the bank and clients.

Skills

Active Listening

Sales

Relationship Building

Communication

Problem Solving

Client Focus

Team Collaboration

Prospecting

Pipeline Management

Education

Business/Finance degree

Job description

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, guide clients to solutions, and connect them with specialists.

Expect outbound calls and proactive follow-up to deepen relationships. You will assist with everyday banking activities, educate clients on digital tools, and maintain high standards of service while meeting regulatory requirements.