Relationship Banker - Orange County West Coast Market
$25 - $26.77 per hourBank of America
Bank Of America Financial Center RepresentativeAt 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 excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsGrows business knowledge and network by partnering with experts in small business, lending, and investmentsManages financial center traffic, appointments, and outbound calls effectivelyDrives the client experienceManages cash responsibilitiesRequired 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 clientCollaborates effectively to get things done, building and nurturing strong relationshipsDisplays passion, commitment and drive to deliver an experience that improves our clients' financial livesIs confident in identifying solutions for new and existing clients based on their needsCommunicates effectively and confidently and is comfortable engaging all clientsHas the ability to learn and adapt to new information and technology platformsIs 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' needsWill follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsEfficiently manages time and capacityFocuses on results while acting in the best interest of the clientMust be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distanceDesired Qualifications:Experience in financial services and knowledge of financial services industry, products and solutionsOne year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goalsSix months of cash handling experienceBachelor's Degree or business-relevant Associate's Degree such as business management, business administration or financeSkills:AdaptabilityBusiness AcumenCustomer and Client FocusOral CommunicationsProblem SolvingAccount ManagementClient Experience BrandingClient ManagementClient Solutions AdvisoryRelationship BuildingBusiness DevelopmentPipeline ManagementProspectingReferral IdentificationReferral ManagementThe 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: 40Pay Transparency detailsPay range $25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay 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 our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America
- ...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
$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires... ...regarding financial matters. Build relationships with client families that cross... ...Private Banking having covered the UHNW market / Extensive experience in working with and...SuggestedFull 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... ...here.Job Summary:The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k
...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 areaShift workDay shift$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$100k - $115k
...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... ...a Commercial Relationship Banker in Huntington Beach CA .The...Full timeWork experience placementWork at officeLocal areaFlexible hours$250k
...accomplished at establishing, growing and managing investment relationships with ultra‑high net worth clients. They should be experienced... ...investment solutions, and in providing advice and guidance on markets and actionable investment ideas. They must possess the credibility...Local 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 officeFlexible hours$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$28 - $32 per hour
...time JR103089 About the Role: Relationship Bankers build meaningful, long-term client relationships... ...cash flow, financial statements, and market risk. ~ Demonstrates desire and... ...to bank and to build a career. As the West's premier banking experience, we combine...Full timeLocal areaWeekend work$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- ...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
$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$180k - $220k
...Wealth Advisor / Future Equity Partner Location: Orange County, CA (Preferred) | Los Angeles | San Diego | Las Vegas About the... ...Wealth Advisors who have built meaningful client relationships and are looking for a better platform to grow. This is not...Work at office$85k - $300k
...Representative - Interview with one of the Top New York Life Partners in Orange County! Licensed or Unlicensed, we want to talk to you if you're... ...development ( industry-leading support ) •State-of-the-art marketing and sales solutions ( we'll make sure you succeed if you have...Fixed term contract- ...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
$70.3k
...and the freedom to earn without limits! Build Relationships. Build Futures. Build Your Career. At Orange County's Federal Credit Union (OCFCU), banking is... ...modern investment solutions. Stay current on market trends, economic conditions, and investment products...Remote work$205k - $240k
...deep expertise across public and private markets. We invest our clients’ capital across a... .... Our flexible capital base and deep relationships with issuers have helped us become one of... ...alternatives distribution strategy in the West Region. As a dedicated subject matter...Full timeRemote workFlexible hours- U.S. Bank is expanding its Relationship Banker roles to help customers achieve better financial decisions. The team emphasizes building trusted client relationships, guiding customers through deposits, loans, and digital tools, and delivering an outstanding branch experience...
- U.S. Bank is seeking a Relationship Banker to meet face-to-face with clients, assess banking needs, and process accounts and loans. The role emphasizes proactive outreach, product knowledge, and delivering an excellent client experience at a branch location. Responsibilities...
- ...environment marked by disruptive tech like AI, market uncertainty, and regulatory change,... ...to build and sustain professional relationships§ Ability to lead projects or workstreams... ...and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City...Local areaVisa sponsorship
- U.S. Bank in Costa Mesa, CA is seeking a Relationship Banker to build trusted customer relationships by meeting face-to-face, assessing needs, and guiding financial solutions. You will open accounts, process transactions, and promote digital products to enhance the client...
- ...impact through meaningful work, strong relationships, and a collaborative culture. Guided... ...to hear about a day in the life as an Orange County Northwestern Mutual Advisor: Key... ...support from a dedicated planning team, marketing resources, and experienced mentors....InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
$27 - $33 per hour
...what you excel atall from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and... ...with applicable local laws including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as...Full timeTemporary workLocal area$51k - $320k
...MassMutual behind you. We believe the strongest advisor-client relationships are built on trust, personalized guidance, and a commitment... ...while having access to the training, mentorship, technology, marketing resources, and experienced professionals needed to grow....Local areaFlexible hours$110.7k - $218.3k
...will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance...Local areaVisa sponsorship$116.2k - $229.1k
...will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance...Local area
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