Senior Banker - Main Okeechobee Financial Center

This role serves as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.

• Partner with teams to provide clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines when opening accounts, maintaining accounts, and conducting Digital Assisted Shopping.
• Manage client interactions by taking the best course of action for the bank and its clients while abiding by all regulatory requirements.

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• In lieu of one year of sales experience, have previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSAI) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
• 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 clients’ financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communication skills; comfortable engaging all clients (in‑person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
• Applies strong critical thinking and problem‑solving skills to meet clients’ needs.
• Demonstrates effective time‑management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Will be a commissioned notary or can obtain a notary commission in the state of work within a few months of start date.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

• 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 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 utilizing laptop technology.

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

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