Relationship Banker - Orange County South Market
Bank of America ATM
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**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 that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
This job 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. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial 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 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
Required Qualifications:
- 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, which may include being scheduled at 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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
Shift:
1st shift (United States of America)Hours Per Week:
40$25 - $27.88 per hour
...cash transactions efficiently. The role is open for the entire market; successful candidates will train at one financial center and... ...bank's risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established...SuggestedHourly payBank staffShift workWeekend workDay shift$25 - $27.88 per hour
...financial goals. Job Details This position is open for the entire market, and the specific Financial Center location will be based on... ...'s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established...SuggestedHourly payShift workWeekend workDay shift$25 - $27.88 per hour
...that meet the financial 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 in daily activities to do what is right for...SuggestedHourly payShift workWeekend workDay shift$41.71k - $69k
...business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues... ...as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and...SuggestedPart timeLocal areaImmediate startDay shift$25 - $26.77 per hour
...make an impact. Join us!This position is open for the entire market and the specific Financial Center location will be based on business... ...'s risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$76.96k - $136.24k
...Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... .... This role grows, deepens, and manages relationships with affluent customers and those with... ...of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory...Temporary workWork experience placementImmediate start- ...: Relationship Banker What we can offer you: Career Growth ~- promotional opportunities ~ Incentive program based on performance ~... ...our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading...Full timePart timeLocal areaMonday to Friday
- ...be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding... ...rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$41.71k - $69k
A leading financial institution is seeking an experienced professional to engage with customers and provide tailored financial solutions. Responsibilities include conducting needs assessments, advising on banking options, and recommending lending solutions. Candidates should...- ...Advisor to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships, understand client needs, and connect them to banking solutions that support their financial goals. The role requires a strong...Weekend work
- ...achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done.... ...Written Communications This position is open for the entire market and the specific Financial Center location will be based on business...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Bank of America is hiring for a Customer Service/Universal Banker role focused on engaging clients in the lobby and guiding transactions through self-service channels. You will learn to process cash, assess client needs, and connect customers with appropriate financial...Weekend work
- ...cash transactions and guide clients toward solutions that fit their financial goals. The role emphasizes strong communication, relationship building, and willingness to work weekends or extended hours when needed. Bilingual Spanish is highly preferred. #J-18808-Ljbffr...Weekend work
$45k - $100k
...development Key Responsibilities Build relationships to create new clients via face-to-face... ...? An interest in financial services/markets and how they work Love of learning... ...employment in accordance with the Los Angeles County Fair Chance Ordinance and the California...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...transactions and seek to understand clients' financial goals to connect them with suitable solutions. In this role you will build client relationships, follow procedures, and stay compliant with laws and regulations while managing center traffic and outreach calls. #J-18808-...
- ...goals and connect clients with suitable solutions. You will support operational excellence and compliance while building client relationships across the center. Ideal candidates are enthusiastic self-starters with strong communication skills, able to work weekends or #J...Weekend work
- ...customers in the lobby, educate on self-service options (mobile/online banking, ATM) and assist with cash transactions. You will build relationships to address financial needs and connect clients to suitable solutions while following all laws and bank policies. The role...
- Bank of America is seeking a frontline Banker to engage clients in the lobby, educate and assist with transactions via self-service... ...smooth client experience. The role requires strong communication, relationship-building, and adherence to laws and internal guidelines. #J-1...
$100k - $150k
...with a realistic path toward $400,000+ annually as your client relationships, responsibilities, and role within the firm continue to grow.... ...provide commentary on retirement planning, investing, and financial markets. Today, The Clark Group manages approximately $430 million in...- Bank of America is seeking a financial services professional to provide comprehensive financial guidance and tailored solutions to clients. You will triage leads, refer to partners as appropriate, and meet with clients to review goals, build plans, and recommend brokerage...
$56.62k - $69.18k
...discover what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face... ...with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as...Full timeTemporary workLocal area- ...Federal Credit Union in Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver world-class... ...and may involve CA DMV pull program; strong communication and relationship-building are essential. #J-18808-Ljbffr SchoolsFirst Federal...
- Citi is hiring an entry level Personal Banker SAFE Act position in Mission Viejo, CA. You will assist in sales, products, and service... ...with the customer service team to foster customer relationships and grow loyalty. Responsibilities include handling small business...
- Citibank (Switzerland) AG in Mission Viejo is seeking an entry-level Personal Banker SAFE Act. You will support sales and service activities in coordination with the customer service team, focusing on building loyalty and increasing consumer client sales. The role involves...Full time
- ...talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive...Full timeWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
- Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage...Work at office
- The Clark Group Asset Management, headquartered in Dana Point, California, is a fast-growing independent Registered Investment Advisor focused on retirement planning for high-net-worth families. The PROFIT Retirement Planning Process guides comprehensive decisions, from...
- ...service-oriented people to join our exceptional team.Personal Banker (Member Service Representative III)The pay range for this position... ...and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real...
- Citigroup Inc. in Mission Viejo, CA is seeking an entry level Personal Banker to support sales and service activities with the customer service team. You will help foster relationships with individual clients, assist with small business opportunities, and grow the loan...
$46.8k - $63k
...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Full timeImmediate startAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Orange County South Market. Be the first to apply!


