Relationship Banker --- Orange County Central Market - Bilingual Spanish Required

Bank of America • Santa Ana, CA

2d • Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them about and assists with self-service transactions through mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The role involves in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals.

This position is open across the Orange County Central Market. The specific Financial Center assignment will be based on business needs. New hires train at one financial center and may then be assigned to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America maintains an in-office culture with role-specific expectations and flexibility based on business needs. Bilingual Spanish is required.

Requirements

• Bilingual Spanish.
• Enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results and client interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to improve clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Effective and confident communication skills and comfort engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills.
• Ability to follow established processes and guidelines and comply with applicable laws and regulations.
• Ability to manage time and capacity efficiently and focus on results while acting in the client’s best interest.
• Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• Hiring may be restricted by laws or regulations concerning specified criminal history, including FDIC and Loan Originators requirements.

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 degree, such as business management, business administration, or finance.

Responsibilities

• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet their financial needs.
• Follow established processes and guidelines, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
• Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities, including accurately and efficiently processing cash transactions as needed.
• Engage clients in the lobby and educate and assist them with transactions using self-service resources such as ATMs, online banking, and mobile banking.
• Have in-depth conversations with clients about their financial and life priorities and connect them with appropriate solutions.

Benefits

• Benefits-eligible role.
• Paid time off.
• Resources and support for employees’ physical, emotional, and financial wellness.
• Affordable, competitive, and flexible benefits.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed