Relationship Banker - Los Angeles North Orange

Bank of America•Buena Park, CA
•$25 - $27•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 and assisting with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processing cash transactions accurately and efficiently when needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that meet their financial goals. The position is open across the market, with the specific financial center determined by business needs. A new hire trains at one financial center and may later move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its culture as inclusive and supportive of collaboration, engagement, career development, and teammate well-being. The role is in-office, with expectations and flexibility based on responsibilities and business needs.

Requirements

  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong 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 such as ATMs, online banking, and mobile banking.
  • Apply critical-thinking and problem-solving skills to meet clients’ needs.
  • Follow established processes and guidelines, act in the best interests of clients and the bank, and comply with applicable laws and regulations.
  • 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, potentially at any financial center within a reasonable distance.
  • Meet the hiring restrictions applicable to the position under FDIC and Loan Originators laws or regulations.

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 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, acting in the best interests of 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, educate and assist them with self-service banking transactions, and process cash transactions accurately and efficiently when needed.
  • Understand clients’ financial and life priorities through in-depth conversations and connect them with solutions that meet their goals.

Benefits

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