Relationship Banker - Orange County South Market
Bank of America
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 Compliance Note: 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 #J-18808-Ljbffr Bank of America
$25 - $27.88 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... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...SuggestedHourly payWork at officeShift workWeekend workDay shift$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
...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- ...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 officeFlexible hoursShift workWeekend workDay shift
- ...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...SuggestedFull timeWork experience placementMonday to FridayNight 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...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
- ...meet the financial goals. 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 processes...Shift workWeekend workDay shift
$90k - $100k
...through this posting will be reviewed and retained for consideration as current and future opportunities become available within our Orange County portfolio. What You Need 5+ years of HOA portfolio management experience. CMCA certification or the ability to obtain within...Work at officeImmediate startWork from homeFlexible hoursAfternoon shift2 days per week1 day per week$23 - $25 per hour
...Personal Banker/Member Service Representative Build Relationships. Build Futures. Build Your Career. At Orange County's Federal Credit Union (OCFCU), banking is personalalways has been. For more than 85 years, we've helped our members reach life's milestones by...Hourly payWeekday work- ...collaborative team culture where your work directly impacts client outcomes Established, growing firm with a strong reputation in the Orange County market Competitive compensation with flexibility for the right candidate Interested or know someone who'd be a great fit? Reach out...Full time
$41.71k - $69k
...business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves... ...as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit...Part timeLocal areaImmediate startDay shift$28.07 per hour
...world’s safest and most economically vibrant communities and is Orange County’s second-largest employer, contributing $7 billion annually to... ...to leverage a data-informed enrollment strategy to improve market distinctiveness, and execute the campus strategic plan. The division...Hourly paySeasonal workWork at officeLocal areaNight 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...
$25 - $34 per hour
...Commercial Servicing Department. The Personal Banker is the first level of contact performing... ...to build and maintain strong customer relationships to ensure customer satisfaction and... ...internal equity and alignment with geographic market data. Equal Employment Opportunity...Hourly pay16 hoursWork experience placementWork from homeFlexible hours- ...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
$20 - $27.69 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker... ...exceptional customer experience by building relationships through proactive outreach as well as... ...all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory...Work experience placementWork at officeImmediate start$115k - $145k
...You enjoy building client relationships and delivering financial solutions. Join us as an Associate Banker on our Emerging Middle Market Banking team. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual...- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...team of talented colleagues from other markets, businesses and functions to provide you... ...Responsibilities Manage and maintain relationships with clients by earning trust,...Temporary workWork experience placementLocal area
- ...Farmers and Merchants Bank of Long Beach is seeking a Banking Relationship Specialist for their Lake Forest branch. This full-time role centers on customer service, where you'll consult with clients to meet their financial needs, actively cross-sell bank products, and...Full time
- ...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
$22 - $23.5 per hour
...Next Generation Relationship Banker Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints...$30.9 - $37.76 per hour
...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them... ...with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well...Full timeTemporary workLocal area$19 - $23 per hour
...communities. Apply today! General Summary Travel to various branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency situations. Responsible for primarily handling teller transactions,...Full timeWork experience placementBank staffFlexible hoursShift work- ...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...
- 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...
$24.56 - $35.62 per hour
...Personal Banker (Member Service Representative II) Pay Range $24.56 - $35.62 Scheduled Weekly Hours 30 What You’ll Be Doing Provides... ...and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans...Night shiftDay shiftAfternoon shift- 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...
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