Relationship Banker --- Orange County South Market --- Bilingual Spanish Required

Bank of America•Lake Forest, CA

4d•Onsite

About The Position

Bank of America is hiring a Relationship Banker for its Orange County South Market. The position engages clients in the financial center lobby, educates them about and assists them with self-service banking options such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The banker has in-depth conversations with clients to understand their financial and life priorities and connects them with solutions aligned with their goals. The role is open across the market, with the specific Financial Center location determined by business needs. The employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Locations listed include Dana Point, Lake Forest, San Clemente, and San Juan Capistrano, California. The position is in-office, first shift, and scheduled for 40 hours per week. Spanish bilingual ability is required.

Requirements

Bilingual Spanish ability.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Ability to collaborate effectively, get things done, and build and nurture 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 all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients' needs.
Willingness to follow established processes and guidelines and adhere to applicable laws and regulations.
Ability to manage time and capacity efficiently and 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.

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 in daily activities, doing what is right for clients and the bank and 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 self-service banking resources, including mobile banking, online banking, and ATMs.
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 solutions that meet their financial goals.