Relationship Banker --- Orange County South Market --- Bilingual Spanish Required
About The Position
At Bank of America, Relationship Bankers help make clients’ financial lives better by building relationships and connecting clients with solutions aligned to their financial goals. The role engages clients in the financial center lobby, educates them on self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently when needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and provide an experience that supports their needs. This position is open across the Orange County South Market. The specific financial center assignment is based on business needs. New hires train at one financial center and may later move to another location within a reasonable commuting distance, as permitted by law. Bank of America maintains an in-office culture to support collaboration, engagement, and career development.
Requirements
- Bilingual Spanish.
- Enthusiastic, highly motivated self-starter with a strong work ethic, focus on results, and commitment to acting in clients’ best interests.
- Collaborate effectively and build and nurture strong relationships.
- Demonstrate passion and commitment to improving clients’ financial lives.
- Confidently identify solutions for new and existing clients based on their needs.
- Communicate effectively and confidently and feel comfortable engaging all clients.
- Ability to learn and adapt to new information and technology platforms.
- Ability to educate clients on simple banking transactions using self-service technologies, including ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills.
- Follow established processes and guidelines and applicable laws and regulations.
- Manage time and capacity efficiently while focusing on results and acting in clients’ best interests.
- Able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
Nice To Haves
- Experience in financial services and knowledge of the 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
- Engage clients in the lobby and educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs.
- Accurately and efficiently process cash transactions as needed.
- Build relationships with clients and have in-depth conversations to understand their financial and life priorities and connect them with appropriate solutions.
- Execute the bank’s risk culture and strive for operational excellence.
- Follow established processes and guidelines, and applicable laws and regulations, in the interests of clients and the bank.
- Partner with experts in small business, lending, and investments to grow business knowledge and networks.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience and manage cash responsibilities.
Benefits
- Paid time off.
- Industry-leading benefits and access to resources and support for employees.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
