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

Bank of America•Santa Ana, CA

4d•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker supports the bank’s purpose of helping make financial lives better and contributes to Responsible Growth. The bank describes an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This position is open across the Orange County Central Market, and the specific Financial Center location will be based on business needs. The employee will 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 engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The Relationship Banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions that meet their financial goals. This position is bilingual Spanish and requires weekend and/or extended-hour availability, potentially at any financial center within a reasonable distance. The role is first shift, 40 hours per week, and pays $25.00–$26.77 per hour, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. The position is benefits eligible.

Requirements

Bilingual Spanish.
An enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborate effectively to get things done and build and nurture strong relationships.
Demonstrate 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.
Communicate effectively and confidently and feel comfortable engaging 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.
Follow established processes and guidelines and applicable laws and regulations.
Efficiently manage time and capacity.
Focus on results while acting in the client’s best interest.
Ability to work weekends and/or extended hours, which may include being scheduled at any financial center within a reasonable distance.

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, and applicable laws and regulations, in daily activities.
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 conducting transactions using self-service resources such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.