Relationship Banker - Orange County South Market - Bilingual Spanish Required

Bank of America•San Juan Capistrano, CA

1d•$25 - $28•Onsite

About The Position

At Bank of America, the common purpose is to help make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. The company is committed to being a Great Place to Work, fostering an inclusive workplace, attracting and developing talent, supporting teammates' physical, emotional, and financial wellness, and recognizing performance. Bank of America maintains an in-office culture with specific attendance requirements, allowing for flexibility based on role-specific considerations. This position offers opportunities to learn, grow, and make an impact. The role is open for the entire Orange County South market, with the specific Financial Center location based on business needs. Training will occur at one financial center, with potential relocation to another within a reasonable commuting distance. The Relationship Banker is responsible for engaging clients in the lobby to educate and assist with transactions via self-service resources like mobile banking, online banking, or ATM, and processing cash transactions as needed. A key expectation is to have deep conversations with clients to understand their financial and life priorities and connect them with suitable solutions.

Requirements

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Bilingual Spanish Language

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’s Degree such as business management, business administration or finance

Responsibilities

Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities

Benefits

Industry-leading benefits
Access to paid time off
Resources and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume