Relationship Banker - Orange County Central Market

Bank of America•Santa Ana, CA

1d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating them about banking options, and helping them conduct transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently when needed and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. This position is open across the Orange County Central Market. The specific financial center will be determined by business needs. New hires train at one financial center and may later move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America maintains an in-office culture focused on collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborate effectively, get things done, and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in clients’ best interests.
Able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Work 40 hours per week.
Must not have criminal history that restricts or prohibits hiring under applicable FDIC and Loan Originator laws or regulations.

Nice To Haves

Experience in financial services and knowledge of financial services 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, doing what is right for clients and the bank while adhering to applicable laws and regulations.
Grow business knowledge and networks 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.
Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with suitable solutions.
Accurately and efficiently process cash transactions as needed.