Relationship Banker - Orange County South Market
$25 - $27.88 per hourBank of America ATM
Job Summary At Bank of America, this position focuses on engaging clients in the lobby, educating them on self‑service banking options, and handling cash transactions efficiently. The role is open for the entire market; successful candidates will train at one financial center and may later move to another within a reasonable commuting distance. Responsibilites Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines, adhering to all applicable laws and regulations. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience. Manage cash responsibilities. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results. Collaborates effectively, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves clients' financial lives. 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. Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking). Applies strong critical thinking and problem‑solving skills to meet clients' needs. Follows established processes and guidelines, 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 and travel to any financial center location within a reasonable distance. Desired Qualifications Experience in financial services and knowledge of the 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 Work Details Shift: 1st Shift (United States) Hours Per Week: 40 Pay: $25.00 – $27.88 per hour, determined based on experience, education and skill set. Benefits: This role is benefits eligible. Standard Bank of America benefits, paid time off and related resources are provided. #J-18808-Ljbffr
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$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... ...'s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...SuggestedHourly payFull timeWork at officeFlexible hoursShift 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- ...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
$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...SuggestedContract workPart timeLocal areaImmediate startDay shift- 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...
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...Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as... ...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- ...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 and inclusion. Job responsibilities Put clients first...Immediate startAfternoon shift
- ...whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done.... ...teammates. View your "Know your Rights ( " poster. View the LA County Fair Chance Ordinance ( . Bank of America aims to create a...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ..., 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 utmost...Immediate startAfternoon 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...
- JPMorgan Chase & Co. seeks a Relationship Banker in Laguna Niguel, California to build lasting client relationships, provide exceptional service, and leverage technology for banking solutions. Ideal candidates will have at least 1 year of sales experience in Retail Banking...
- ...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...
$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...Part timeLocal areaDay shift- ...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
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...Agent - New or Experienced - Coldwell Banker Searching for Real Estate Agents – New... ...running quickly. You will receive the best marketing platform the industry has to offer for... ..., open houses and more Foster client relationships Negotiate purchase agreements, manage client...Hourly payFull timeFor contractors- ...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
- ...you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also... ...specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress...Flexible hours
$100k
...motivated individuals to join the Coldwell Banker family. Applicants without a real... ...quickly. You will receive the best marketing platform the industry has to offer for... ...open houses and more Foster client relationships Negotiate purchase agreements, manage...Hourly payFull timeFor contractors$70k - $80k
Bank of America is seeking a Financial Advisor in San Clemente, California. This role involves providing comprehensive advice and customized solutions to clients to help meet their financial goals. Responsibilities include triaging client leads, recommending banking and...- 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...
$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- ...role involves collaborating closely with clients to understand business goals, executing client projects, and maintaining strong relationships. Candidates should have 5-7+ years of experience in consulting, preferably within the financial services sector. This position...Work at officeRemote work
$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$30.77 - $45.67 per hour
...role: Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As... ...for building, maintaining, and growing relationships with business banking clients in the... ...of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory...Work experience placementWork at office- ...critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn,... ...for MarshBerry's expansion in the Accounting and Tax M&A market for all MarshBerry products and services. This role will be based...Work at officeFlexible hoursNight shift
$47.51k - $61.99k
Citigroup Inc. is seeking an entry-level Universal Banker in Dana Point, California, responsible for assisting in sales and service activities to build customer loyalty. The role requires 1-3 years of relevant or retail banking experience, strong communication skills,...$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- ...a Private Client Advisor in California to offer comprehensive financial planning and advice. The role involves building client relationships, providing investment solutions, and ensuring exceptional investor experiences. Candidates must have at least 2 years of experience...
- ...and insurance to help clients achieve their long-term financial goals. Responsibilities: Build connections and establish relationships with new clients. Assess clients' assets, liabilities, and overall financial situations to align them with their goals and...
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