Relationship Banker - Orange County South Market - Bilingual Spanish Required
About The Position
At Bank of America, the 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 exceptional talent, supporting teammates' physical, emotional, and financial wellness, recognizing performance, and making an impact in the communities served. Bank of America maintains an in-office culture with specific attendance requirements, allowing for appropriate flexibility based on role-specific considerations. This position offers opportunities to learn, grow, and make an impact. The Relationship Banker role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. The role also involves having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting them to solutions that meet their financial goals. The specific Financial Center location will be based on business needs, with initial training at one center and potential relocation to another within a reasonable commuting distance.
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
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 our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
