Talent.com
Relationship Banker - Orange County South Market

Relationship Banker - Orange County South Market

Bank of AmericaSan Clemente, CA, US
30+ days ago
Job type
  • Full-time
Job description

Bank of America Financial Center Representative

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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.

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

    The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC and Loan Originators.

    Shift : 1st shift (United States of America)

    Hours Per Week : 40

    Pay range $24.00 - $26.27 hourly pay, offers to be determined based on experience, education, and skill set. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

    Create a job alert for this search

    Relationship Banker • San Clemente, CA, US

    Related jobs
    • Promoted
    Relationship Banker

    Relationship Banker

    ComericaTustin, CA, US
    Full-time
    The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers.T...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker -Escondido-Oceanside Market

    Relationship Banker -Escondido-Oceanside Market

    Bank of AmericaOceanside, CA, US
    Full-time
    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 clien...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    FSSISanta Ana, CA, US
    Full-time
    FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker - Orange County Central Market

    Relationship Banker - Orange County Central Market

    Bank of AmericaLaguna Hills, CA, US
    Full-time
    Bank of America Financial Center Representative.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...Show moreLast updated: 10 days ago
    • Promoted
    Relationship Banker - Orange Coast East Market

    Relationship Banker - Orange Coast East Market

    Bank of AmericaIrvine, CA, US
    Full-time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is...Show moreLast updated: 30+ days ago
    • Promoted
    Citi Private Bank - Private Banker - Orange County, CA

    Citi Private Bank - Private Banker - Orange County, CA

    CitigroupCosta Mesa, CA, US
    Full-time
    Private Banker - Orange County, CA.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - US Banking West

    Relationship Manager - US Banking West

    ComericaCosta Mesa, CA, US
    Full-time
    Relationship Manager, Us Banking.The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group.This role wi...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Financial Statement Services, IncSanta Ana, CA, US
    Full-time
    Quick Apply
    FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Relationship Consultant 1-4 (Banker) - Orange County, CA

    Client Relationship Consultant 1-4 (Banker) - Orange County, CA

    U.S. BancorpCosta Mesa, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker

    Relationship Banker

    East West BancorpIrvine, CA, US
    Full-time
    Next Generation Relationship Banker.Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, a...Show moreLast updated: 22 days ago
    • Promoted
    Relationship Banker - Orange County Central Market - Bilingual Spanish Required

    Relationship Banker - Orange County Central Market - Bilingual Spanish Required

    Bank of AmericaSanta Ana, CA, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 7 days ago
    • Promoted
    Relationship Banker - Orange County North Market

    Relationship Banker - Orange County North Market

    Bank of AmericaOrange, CA, US
    Full-time
    Bank Of America Financial Center Representative.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...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Business Banking Relationship Manager (SB)

    Business Banking Relationship Manager (SB)

    Bank of AmericaNewport Coast, CA, US
    Full-time
    Bank Of America Small Business Financial Solutions Specialist.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 t...Show moreLast updated: 4 hours ago
    • Promoted
    Retail Relationship Banker

    Retail Relationship Banker

    BmoMission Viejo, CA, US
    Part-time
    Retail Banking Sales & Service Position.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker - Irvine Market - Irvine, CA

    Relationship Banker - Irvine Market - Irvine, CA

    JPMorgan ChaseIrvine, CA, US
    Full-time
    Relationship Banker In Branch Banking.You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face ...Show moreLast updated: 30+ days ago
    • Promoted
    Banking Center Senior Relationship Banker

    Banking Center Senior Relationship Banker

    Webster BankOrange, CA, US
    Full-time
    Webster Banking Center Manager.If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to hel...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BmoMission Viejo, CA, US
    Part-time
    Business Banking Relationship Manager.Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional grow...Show moreLast updated: 25 days ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BMO Financial GroupMission Viejo, CA, United States
    Part-time
    Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show moreLast updated: 3 days ago