Relationship Banker - Orange County East 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- ...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
- ...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
$56.16k - $85.28k
....S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice... ...for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which...SuggestedTemporary workWork experience placementImmediate start$122.1k - $139.4k
The Manager, Business Banker plays a critical role in driving the growth and profitability of the... ...focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market. Primary responsibilities include meeting...SuggestedFull timePart timeLocal area- Work with high-net-worth clients and prospects with annual revenues of $100,000-$5 million Identify client needs, develop relationships, review investment and financial goals, and prepare and deliver comprehensive recommendations Develop a book of business to meet and...SuggestedInterim roleLocal area
$150k - $230k
...Associates at California Bank & Trust work in a relationship-centered culture where they are... ...readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division... ...Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking...Work experience placementWork at officeLocal areaFlexible hours$85k - $145k
...Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria... ...here.Job Summary:The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$250k
...Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth... ...investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will...Full timeLocal area$26 - $35 per hour
...California Bank & Trust work in a relationship-centered culture where they... ...San Diego Union-Tribune and Orange County Register. Additionally, as a... ...in Small Business & Middle Market Excellence Awards. We are... ...-time Branch Relationship Banker (Personal Banker) to join California...Hourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- ...industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial...
- ...benefits Customized personal business planning Full marketing, prospecting, and technical support Robust technology platform... ...clients' long-term objectives. Cultivate lasting client relationships built on genuine interest, empathy, and solutions....Full time
$85k - $145k
...Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria... ...Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$43k - $75k
...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...Contract workPart timeLocal areaImmediate startDay shift$50k - $100k
...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...Contract workPart timeLocal areaImmediate startDay shift$29.47 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$390k - $420k
...is representing an Am Law 100 firm seeking a mid-level Associate Attorney to join its Real Estate Finance team in either Orange County, California or New York City . This is an exciting opportunity to join a nationally recognized finance and real estate practice...Permanent employment$23 - $25 per hour
...Job Description Job Description Build Relationships. Build Futures. Build Your Career. Mandarin Fluency Preferred At Orange County’s Federal Credit Union (OCFCU), banking... ...day. As a Relationship/Personal Banker/Member Service Representative (MSR), you...Hourly payWeekday work$150k - $250k
...- Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate - Educate yourself beyond... ...s different viewpoints bring new successes! #J-18808-Ljbffr Northwestern Mutual - Orange CountyWork experience placement- ...Position Overview Northwestern Mutual's Orange County office is seeking a motivated... ...Responsibilities Develop and maintain relationships with new and existing clients Conduct... ...financial products, industry developments, and market trends Obtain and maintain required...Work at office
- ...Commercial Banker If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice... .... As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of...Local areaFlexible hours
- ...system includes its Los Angeles campus, a network of clinical care locations across Southern California, a new cancer center in Orange County, California, and treatment facilities in Atlanta, Chicago and Phoenix. Our dedicated and compassionate employees are driven by a...Work experience placementMonday to Friday
$110.7k - $218.3k
...reporting, and building lasting client relationships along the way. Recruiting for this role... ...team Our NetSuite practice helps upper mid-market and high-growth organizations modernize... ...and local laws, including the Los Angeles County Fair Chance Ordinance for Employers,...Local areaVisa sponsorship$95.55k - $195.25k
...improvements across the full range of Tax market offerings focused on both Tax compliance... ...system decommissioningCollaborative and relationship-oriented, with the ability to build... ...and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City...Work at officeLocal areaVisa sponsorship$82.6k - $162.8k
...reporting, and building lasting client relationships along the way. Recruiting for this role... ...team Our NetSuite practice helps upper mid-market and high-growth organizations modernize... ...and local laws, including the Los Angeles County Fair Chance Ordinance for Employers,...Local areaVisa sponsorship$105.4k - $207.8k
...and private equity clientsAnalyzing financial, operational, and market data to inform transaction decisions and growth strategiesDeveloping... ...of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair...Local areaVisa sponsorship$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- ...accurately. The role emphasizes understanding clients' financial goals and connecting them to suitable solutions. You will build relationships, work with specialists in lending and investments, and manage daily center activities. Weekend or extended hours may be required...Weekend work
- ..., CA Naples, FL Nashville, TN Orange County, CA Orlando, FL Phoenix, AZ San... .... Understands the Blue Trust target market and has the ability to evaluate and... ...serves its client base; through biblical relationships, challenging them in key areas to facilitate...Work at officeLocal areaNight shift
- ...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
- ...this role:Wells Fargo is seeking a Principal Commercial Banking Relationship Manager to join our Commercial Auto business. Learn about the... ..., prospecting, and closing opportunities with middle-market and mid-corporate companies—leveraging referral networks, centers...Ongoing contractFull timeWork experience placementImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Orange County East Market. Be the first to apply!


