Relationship Banker - Orange County South Market

Relationship Banker

This position is open for the entire market and the specific financial center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

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.

Can be flexible to work weekends and / or extended hours as needed.

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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.