Relationship Banker
Bank of America ATM
Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California; Lake Forest, California; San Juan Capistrano, California; Mission Viejo, California; Mission Viejo, California; Ladera Ranch, California; Dana Point, California; San Clemente, California; San Clemente, California; Aliso Viejo, California; Laguna Niguel, California; Laguna Hills, California; Dana Point, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( **Job Description:** 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.**** **Job Description:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights ( "** poster. **View the LA County Fair Chance Ordinance ( .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$41.71k - $69k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to...SuggestedPart timeLocal areaImmediate startDay 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 clients...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California; Lake Forest, California; San Juan Capistrano, California; Mission Viejo, California; Mission Viejo, California; Ladera Ranch, California; Dana Point, California; San Clemente...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$22 - $23.5 per hour
...to absolute integrity. East West Bank gives people the confidence to reach further. Overview 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...Suggested$27 - $41 per hour
...About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers...SuggestedTemporary workWork experience placementImmediate start- ...professional to engage clients in the lobby, educate on self‑service channels, and process cash transactions accurately. You will build relationships, connect clients to financial solutions, and support the bank's risk and service standards. Responsibilities include driving the...
$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...$19 - $23 per hour
...customers’ financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with bank business partners and make referrals as appropriate (e.g.,...Hourly payFull timeFlexible hoursWeekend work$23 - $25 per hour
...Job Description Job Description Build Relationships. Build Futures. Build Your Career. Fluency in Mandarin or Spanish Language Preferred... ..., impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face...Hourly payWeekday work$27.02 - $39.18 per hour
Personal Banker (Member Service Representative III) Pay Range: $27.02 - $39.18 per hour. Scheduled weekly hours: 40. Responsibilities... ...and promote credit union products and services to build relationships. Process transactions in savings, consumer loan, real‑estate loan...Hourly payRemote work$250k
## Managing Director, Private Banker, Orange CountyApplylocations: Costa Mesa California United Statestime type: Full timeposted on... ...experts to develop long-term solutions that strengthen client relationships with the firm.* Help clients achieve broad financial & investment...Full time$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive understanding... ...frequently seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long‑...Full time$132.5k - $205k
...Private Banker Position Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a... ...position is responsible to build and enhance long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor...Full timeFlexible hours$160k - $250k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking... ...-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will...$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit...Remote work$37 - $65.5 per hour
...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as...Temporary workWork experience placementImmediate start- ...Fifth Third Bank in Costa Mesa, CA seeks a Commercial Relationship Manager to grow profitable client relationships and manage an existing portfolio of mid-to-large clients. The role requires leadership across product partners to tailor banking solutions and drive revenue...
$190k - $230k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate...Work experience placementWork at officeLocal areaFlexible hours- ...TwinThread is seeking a Private Banker for its U.S. Private Bank division in Irvine, CA. The role focuses on maintaining client relationships, advising on wealth management, and achieving new client acquisition goals. Candidates should have over six years of experience...
- ...Fifth Third Bank in Tustin seeks a Float Personal Banker I to deliver excellent customer care and handle daily transactions. You will refer customers to business partners for products and services and travel to various financial centers within the market. Responsibilities...
$64.17k - $102.81k
...client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. Executes and... ...Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed....Work experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours- ...Orange County's Credit Union is seeking a Personal Banker/Member Service Representative to deliver exceptional member experiences. You will handle teller transactions, assist with account openings, and provide consultation on consumer loans. The ideal candidate has 2+...
$20 - $27.69 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as... ...Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...Work experience placementWork at officeImmediate start- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
$97k - $192k
Benefits 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead ...Work at officeLocal areaWork from homeFlexible hours- ...mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Irvine, CA, United States Job Description We are actively... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$85k - $95k
...unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in...Work at officeLocal areaRemote work2 days per week$24.56 - $35.62 per hour
...service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this... ...and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans...Night shiftDay shiftAfternoon shift$23 - $27 per hour
Job Description Job Description Required Skills & Experience ~1–2+ years of experience within a medical facility, physician’s office, or medical business office ~ Experience insurance verifications, collections, financial counseling, and HIPAA compliance ~ Experience...Contract workWork at officeMonday to FridayFlexible hours
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