Relationship Banker – Conejo Valley Market – Spanish Preferred

Bank of America • Oxnard, CA

16h • Onsite

About The Position

The Relationship Banker engages clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and holds in-depth conversations to understand clients’ financial and life priorities, connecting them with solutions aligned to their goals. The banker manages financial center traffic, appointments, and outbound calls, drives the client experience, and handles cash responsibilities while adhering to the bank’s risk culture, established processes, and applicable laws and regulations. This position is based at the Oxnard Main Office in Oxnard, California, and may require scheduling at another financial center within a reasonable distance. It is a 1st-shift role with 40 hours per week. Spanish is preferred.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in clients’ best interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to improve 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.
• Ability to follow established processes and guidelines and comply with applicable laws and regulations.
• Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
• Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Nice To Haves

• Spanish language skills preferred.
• Experience in financial services and knowledge of financial services 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

• Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
• Accurately and efficiently process cash transactions for clients as needed.
• Build relationships and have in-depth conversations to understand clients’ financial and life priorities and connect them with appropriate solutions.
• Execute the bank’s risk culture and strive for operational excellence.
• Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
• Partner with experts in small business, lending, and investments to grow business knowledge and networks.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience and manage cash responsibilities.

Benefits

• Benefits-eligible role.
• 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
• Education Level: High school or GED