Relationship Banker - Orange County East Market

Bank of America • Irvine, CA

6d • Onsite

About The Position

The Relationship Banker engages clients in a financial center lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The role involves in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals.

The position is open across the Orange County East Market. The specific financial center assignment is 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 law. Bank of America describes its culture as focused on responsible growth, collaboration, inclusion, career development, and teammate wellness. This role is in-office and benefits eligible.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
• Collaborate effectively and build and nurture strong relationships.
• Demonstrate passion, commitment, and drive to 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.
• Learn and adapt to new information and technology platforms.
• Educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
• Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
• Follow established processes and guidelines, adhere to applicable laws and regulations, and act in clients’ and the bank’s best interests.
• Manage time and capacity efficiently.
• Focus on results while acting in the client’s best interest.
• Be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
• The position is subject to FDIC and Loan Originator restrictions concerning certain criminal histories.

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 a 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 adhering to applicable laws and regulations.
• Build business knowledge and a 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.
• Engage clients in the lobby and educate and assist them with self-service banking resources.
• Process cash transactions accurately and efficiently as needed.
• Have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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