Jobwatch home
1M
Full time

Relationship Banker - Sarasota Market

13-5674085 Merrill Lynch, Pierce, Fenner & Smith
Sarasota | Sarasota | Sarasota 3 days ago
AI overview

Relationship Banker - Sarasota Market at 13-5674085 Merrill Lynch, Pierce, Fenner & Smith in Sarasota | Sarasota | Sarasota focuses on : At Bank of America, we are guided by a common purpose to help make financial lives better. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.


Responsibilities:

  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet financial needs
  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities

Required Qualifications:

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications:

  • Experience in financial services and knowledge of 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

Skills:

  • Adaptability
  • 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
  • Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Unlock the full job description

Create a free account to read every duty and requirement, and to contact the employer directly.

Key details

ContractFull time
Posted3 days ago
Financial Solutions Advisor Consumer Investments - Charleston Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Rincon | Goose Creek | Savannah | Savannah | Pooler | Savannah | Mount Pleasant | Savannah | Bluffton | Charleston | Summerville | Summerville | Mount Pleasant | Hilton Head Island | Charleston
Relationship Banker
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Simi Valley | Westlake Village
Relationship Banker - Tampa South Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Tampa | Tampa | Tampa
Financial Solutions Advisor Consumer Investments - Southern TN Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Germantown | Nashville | Murfreesboro | Memphis | Franklin | Brentwood | Brentwood | Smyrna | Gallatin | Nashville | Nashville | Nashville | Collierville | Memphis | Cordova
Relationship Banker - Tampa South Market - Bilingual Spanish Required
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Tampa | Tampa | Tampa
Relationship Banker - Tampa South Market - Bilingual Spanish Required
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Tampa | Tampa | Tampa
Merrill Advisor Development Program - Financial Advisor: North Virginia Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Vienna | Reston | Alexandria | Leesburg
Financial Solutions Advisor Consumer Investments - West Charlotte Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Wesley Chapel | Charlotte | Charlotte | Charlotte | Charlotte | Charlotte | Belmont | Gastonia | Matthews | Charlotte | Charlotte | Charlotte | Charlotte | Charlotte | Charlotte | Charlotte | Charlotte | Charlotte | Pineville | Monroe | Charlotte
Relationship Banker - Sarasota Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Venice | Nokomis | Venice
Relationship Banker - Pinellas Bradenton Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Saint Petersburg | Saint Petersburg | Saint Petersburg
Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · North Bethesda | Annapolis | Easton | Frederick
Relationship Banker - Pinellas Bradenton Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Saint Petersburg | Saint Petersburg | Saint Petersburg
Senior Engineer-AI & Full Stack Engineering Lead
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Charlotte
Relationship Banker - Pinellas Bradenton Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Saint Petersburg | St Petersburg | Saint Petersburg
Relationship Banker - Pinellas Bradenton Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Pinellas Park | Saint Petersburg | Saint Petersburg
Merrill Advisor Development Program - Financial Advisor: Philadelphia Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Wayne | Bala Cynwyd | Philadelphia | Exton
Merrill Advisor Development Program - Financial Advisor: Morristown Short Hills Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Florham Park
Relationship Banker - Triad Market
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Burlington | Greensboro | Greensboro | Greensboro | Greensboro
Relationship Banker - South Gate Financial Center
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Thomasville
Consumer & Small Business - Media Modeling Associate
13-5674085 Merrill Lynch, Pierce, Fenner & Smith · New York | Newark | Richmond | Charlotte

Frequently asked questions