Relationship Banker - Orange County East Market
$25 - $27.88 per hourBank of America ATM
Job Description This position 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 match their financial goals. Job Details 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 to the extent permitted by applicable law. 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 Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency Details Locations include Foothill Ranch, Irvine, Laguna Woods, Lake Forest, Newport Beach, Rancho Santa Margarita, Santa Ana, Tustin, and other regions. Pay range is $25.00 - $27.88 hourly pay; offers will be determined based on experience, education and skill set. Pay and Benefits Information Pay range: $25.00 - $27.88 hourly. 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 employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Legal Notice The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. #J-18808-Ljbffr Bank of America
$25 - $27.88 per hour
...educate and assist with transactions through mobile banking, online banking, or ATM, processes cash transactions, builds client relationships, and supports operational excellence at a Bank of America financial center. Responsibilities Executes the bank’s risk culture and...SuggestedHourly payShift workWeekend workDay shift$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- ...make an impact. Join us! **This position is open for the entire market and the specific Financial Center location will be based on... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...SuggestedWork at officeShift workWeekend workDay shift
$80k - $90k
...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network... ...within an assigned geography, building relationships with customers by supporting everyday banking... ...all applicable risk programs (Credit, Market, Financial Crimes, Operational,...SuggestedFull timeWork experience placementFlexible hours
- ...hour pay differential due to the travel requirements for the Staff Resource Pool department. This position will be supporting the Orange County region. The position of Support Specialist I, Staff Resource Pools is to provide Branch and Departmental assistance. Responsible...Full timeWork experience placementMonday to FridayNight shift
- Bank of America is seeking an enthusiastic and motivated professional in San Juan Capistrano to engage clients and assist with banking transactions. The role includes educating clients on self-service technologies and managing cash responsibilities. Candidates should thrive...
- ...a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements... ...considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act....Full timeTemporary workWork at officeLocal areaFlexible hours
- ...as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose‑driven... ...We Offer: Ongoing training & support Growth opportunities Our Marketing Group presets your appointments on your calendar - No Cold Calling...Full timePart time
- Koitecc Solutions is seeking a Relationship Banker in Dana Point, California. You will represent our brand by delivering exceptional service, building relationships with clients, and addressing their financial needs through effective communication and technology solutions...
- JPMorganChase is seeking a Relationship Banker in Dana Point, California. This role requires a passion for client relationships and the ability to deliver superior service. You will manage and acquire relationships, leveraging banking solutions to meet clients' financial...
- JPMorgan Chase & Co. is seeking a Relationship Banker in Dana Point to build and manage relationships with clients, offering tailored banking solutions. The ideal candidate will have sales experience in Retail Banking and excel in communication. You will engage clients,...
- A prominent financial institution in San Clemente is looking for a dedicated individual to engage customers and provide tailored financial solutions. The ideal candidate will have 2-3 years of experience in customer service or sales within financial services, demonstrating...
- A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should...
$183.32k - $290.14k
...recycled water, and wastewater services to approximately 40,000 residents, 1,000 businesses, and 2 million visitors per year in South Orange County, California. SCWD's service area, divided into five divisions, includes the communities of Dana Point, South Laguna Beach, and...Full timeWork at office- ...Client Relationship Consultant A career in U.S. Bank branch banking means working in a dynamic team environment, having career advancement opportunities and making a real difference in customers' lives. The well-being of you and your family matters. That's why the...
$25 per hour
...fact, most of our recruiters are former bankers or accountants themselves! We know how to... ...and accounting talent available in the market. Whether you are a candidate seeking a new... ...functions while maintaining positive relationships with coworkers and customers. The position...Work at office- ...and discounted banking services. Position Summary A Personal Banker is responsible for delivering an excellent experience to current... ...experience while focusing on building and enhancing customer relationships to foster long-term relationships. Essential Duties & Responsibilities...Full timeWork at office
$95k - $140k
...develop specific clients and prospects that are compatible with Northern target profiles Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions...Flexible hours- Insight Global is looking for a Financial Counselor to support patient admissions and financial operations within a fast-paced healthcare environment. This individual will play a key role in guiding patients and families through the financial aspects of care, including...Work at office
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Hourly payWork experience placementFlexible hours- ...net bookings, demand growth, renewals, and long-term customer relationships. This role is essential to advancing SAP's strategic objectives... ...of the Field initiatives to shape SAP's product and go-to-market strategies. Broad Impact: Drive measurable outcomes across...
- Mercor is seeking Finance Experts based in Portugal or Brazil for a research project with a leading AI lab. Candidates should have at least 2 years of experience in hedge funds, private equity, investment banking, or similar fields. This role requires a commitment of at...Part time10 hours per week
- ...The ideal candidate should have at least 2 years of experience in a Financial Advisor role, with a strong understanding of financial markets and a passion for delivering exceptional client experiences. This position offers a competitive total rewards package including...
$24.56 - $35.62 per hour
A financial institution in Mission Viejo is seeking a Personal Banker (Member Service Representative II) to provide world-class service to Members. The role includes processing transactions related to savings and loans, delivering face-to-face assistance, and ensuring...Hourly pay- Dormont Manufacturing Co in Mission Viejo, CA is seeking a Personal Banker, also known as a Member Service Representative II. This role is essential for providing outstanding service to members at branch locations. Responsibilities include processing transactions and providing...
- ...on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship... ...specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress...Flexible hours
- ...Capistrano, California. This role involves supporting clients and developing personalized investment strategies with a strong focus on relationship building and regulatory compliance. The ideal candidate will have a High School Diploma, SEC licenses, and 3-5 years of relevant...
$41.71k - $50.5k
...identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides... ...Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit...Contract workPart timeLocal areaMonday to FridayFlexible hoursShift workDay shift$22.5 - $27.6 per hour
..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
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