Relationship Banker - Orange County East Market

Bank of America•Rancho Santa Margarita, CA

1d•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position is open across the Orange County East 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 is in-office and may require work at any financial center within a reasonable distance. It is a first-shift position, 40 hours per week, and requires availability for weekends and/or extended hours. The role is compensated at $25.00–$26.77 per hour, with offers determined by experience, education, and skill set. Compensation is base pay and is not incentive eligible. The position is benefits eligible and includes access to paid time off and other employee benefits and support.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborates effectively, getting things done while building and nurturing strong relationships.
Passion, commitment, and drive to deliver an experience that improves 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 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, act in the best interests of clients and the bank, and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Must meet applicable FDIC and Loan Originators restrictions concerning specified criminal history.

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, doing what is right for clients and the bank and complying with applicable laws and regulations.
Grow business knowledge and 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 transactions through self-service resources such as mobile banking, online banking, and ATMs.
Process client cash transactions accurately and efficiently as needed.
Discuss clients’ financial and life priorities and connect them with solutions that meet their financial goals.