Relationship Banker - Orange County West Coast
About The Position
At Bank of America, the common purpose is to help make financial lives better through responsible growth and daily delivery for clients, teammates, communities, and shareholders. The company is committed to being a great place to work, fostering an inclusive workplace, attracting and developing talent, supporting teammate wellness, and recognizing performance. Bank of America maintains an in-office culture with specific attendance requirements, allowing for flexibility based on role-specific considerations. This position offers opportunities for career growth and impact. The Relationship Banker role is responsible for engaging clients in the lobby to educate and assist with transactions using self-service resources like mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions as needed. The role involves having deep conversations with clients to understand their financial and life priorities and connecting them with suitable financial solutions.
Requirements
- 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 and travel to any financial center location within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
Nice To Haves
- 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
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
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
- Competitive benefits to support physical, emotional, and financial well-being
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
