Relationship Banker - Los Angeles North Orange

Bank of America•Whittier, CA
•Onsite

About The Position

At Bank of America, the Relationship Banker helps clients make progress toward their financial goals by engaging them in the financial center, understanding their financial and life priorities, and connecting them with appropriate solutions. The role educates clients and assists with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. The position supports the bank’s Responsible Growth approach, risk culture, operational excellence, and client experience. The position is open across the Los Angeles North Orange market. The specific Financial Center location is based on business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role follows the bank’s in-office approach, with expectations based on role responsibilities and business needs. This is a 40-hour-per-week, first-shift position. Candidates must be able to work weekends and/or extended hours and may be scheduled at any financial center location within a reasonable distance. Pay is $25.00–$26.77 per hour, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is benefits eligible.

Requirements

  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results in the client’s best interest.
  • 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, 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 such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet client needs.
  • Ability to follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
  • Ability to manage time and capacity efficiently and focus on results while acting in the client’s best interest.
  • Must be 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 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

  • Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions as needed and manage cash responsibilities.
  • Build relationships with clients, learn their financial needs and priorities, and connect them with solutions.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Follow established processes and guidelines, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
  • 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 a positive client experience.

Benefits

  • Benefits eligibility
  • Paid time off
  • Resources and support for employees
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