Relationship Banker - Orange County Central Market

Bank of America • Garden Grove, CA

2d • $25 - $27 • Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging clients in the financial center lobby, educating them about and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions 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 Central Market. The specific financial center assignment is based on business needs. A successful candidate trains at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its workplace approach as in-office, with role- and business-based flexibility.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic, a strong focus on results, and a commitment to acting in the client’s best interest.
• Collaborate effectively and build and nurture strong relationships.
• Show 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 be comfortable engaging with all clients.
• Learn and adapt to new information and technology platforms.
• Confidently educate clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
• Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
• Follow established processes and guidelines and comply with applicable laws and regulations.
• Manage time and capacity efficiently.
• Work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• Meet any applicable FDIC and Loan Originator restrictions concerning specified criminal history.

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, doing what is right for clients and the bank and complying with 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.
• Educate and assist clients with transactions using self-service resources such as mobile banking, online banking, and ATMs.
• Engage clients in conversations 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: Entry Level
• Education Level: No Education Listed