Relationship Banker - Orange County West Coast
Bank of America, Garden Grove, CA, United States
Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to an inclusive workplace and supporting our teammates’ physical, emotional, and financial wellness.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location within a reasonable commuting distance of your home.
Job Description
This 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. The presenter will process cash transactions accurately and efficiently and engage in deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their goals.
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 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
Required Qualifications
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 clients’ financial lives
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
Can educate clients on how to conduct simple banking transactions through self‑service technologies (ATM, online banking, mobile banking)
Applies strong critical thinking and problem‑solving skills to meet clients’ needs
Will follow established processes and guidelines 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
Desired Qualifications
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
Skills
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
Schedule
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay and Benefits
Pay range: $25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set. This role is compensated with a base salary and is not incentive eligible.
Benefits: This role is currently benefits eligible. We provide 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.
#J-18808-Ljbffr
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to an inclusive workplace and supporting our teammates’ physical, emotional, and financial wellness.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location within a reasonable commuting distance of your home.
Job Description
This 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. The presenter will process cash transactions accurately and efficiently and engage in deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their goals.
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 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
Required Qualifications
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 clients’ financial lives
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
Can educate clients on how to conduct simple banking transactions through self‑service technologies (ATM, online banking, mobile banking)
Applies strong critical thinking and problem‑solving skills to meet clients’ needs
Will follow established processes and guidelines 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
Desired Qualifications
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
Skills
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
Schedule
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay and Benefits
Pay range: $25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set. This role is compensated with a base salary and is not incentive eligible.
Benefits: This role is currently benefits eligible. We provide 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.
#J-18808-Ljbffr