Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker

Bank of America ATM

Relationship Banker

Valencia, California;Canyon Country, 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!

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Valencia, CA vacancy
  • $25 - $26.77 per hour

     ...solutions that meet their 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... 
    Suggested
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Dormont Manufacturing Company

    Santa Clarita, CA
    1 day ago
  •  ...that meet their financial goals. Responsibilities Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines in daily activities to do what is right for... 
    Suggested
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Clarita, CA
    1 day ago
  •  ...engage clients in the lobby, assisting them with transactions through various self-service resources. A strong focus on client relationships, compliance with established processes, and financial services knowledge are key. Successful candidates will possess a High School... 
    Suggested
    Day shift

    Bank of America

    Santa Clarita, CA
    21 hours ago
  •  ...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 Private Client Banker in a Chase Branch, you will represent our brand and culture with the... 
    Suggested
    Afternoon shift

    Fairygodboss

    Santa Clarita, CA
    3 days ago
  • $25 - $26.77 per hour

     ...transactions for clients as needed. 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... 
    Suggested
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Fernando, CA
    2 days ago
  • Bank of America in San Fernando, CA is seeking a motivated individual for a client engagement role. Responsibilities include assisting clients with transactions and managing financial center operations. The ideal candidate will possess a strong work ethic, effective communication...
    Hourly pay

    Bank of America

    San Fernando, CA
    1 day ago
  • Fairygodboss is seeking a Private Client Banker in Santa Clarita, CA. This role focuses on delivering personalized banking solutions and managing relationships with affluent clients. Responsibilities include providing excellent service, educating clients on digital banking... 

    Fairygodboss

    Santa Clarita, CA
    3 days ago
  •  ...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... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Valencia, CA
    9 days ago
  • $50k - $150k

     ...new business opportunities Contribute to developing new sales & marketing strategies Build and maintain strong, long-term client relationships to support retention and growth Coordinate referrals or consultations with other professionals as appropriate Comply with all... 
    Work at office
    Local area

    Foundation Risk Partners

    Santa Clarita, CA
    2 days ago
  •  ...social, educational and volunteer activities that enrich members’ livesand meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern... 
    Local area

    Modern Woodmen

    Santa Clarita, CA
    2 days ago
  • $28.85 - $33.65 per hour

     ...your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Santa Clarita, CA
    21 hours ago
  • $70k - $80k

    Bank of America in Santa Clarita is seeking a financial advisor to provide customized solutions to clients, focusing on their financial goals. Responsibilities include triaging client requests, building financial plans, and recommending investment products. The successful...

    Bank of America

    Santa Clarita, CA
    1 day ago
  • $70k - $80k

    Bank of America seeks a Financial Advisor in Santa Clarita to provide tailored advice and solutions to clients for their financial goals. Responsibilities include triaging client leads, reviewing financial plans, and recommending brokerage products. The ideal candidate ...
    Full time

    Bank of America

    Santa Clarita, CA
    1 day ago
  • A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based compensation and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits...

    New York Life

    Santa Clarita, CA
    21 hours ago
  • $28.85 - $33.65 per hour

     ...and 120 days, respectively) and progressing through dedicated training and coaching. You will acquire, build, and manage client relationships, deliver client reviews and presentations, and collaborate with core banking and investment partners to connect clients to comprehensive... 
    Hourly pay
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Santa Clarita, CA
    3 days ago
  •  ...to provide expert financial advice and make a significant impact in the lives of clients. In this role, you will build lasting relationships and empower clients with actionable insights tailored to their financial journeys. The position offers unlimited earning potential... 

    Thrivent

    Santa Clarita, CA
    1 day ago
  • $70k - $80k

     ...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging... 
    Temporary work
    Monday to Friday

    Bank of America

    Santa Clarita, CA
    1 day ago
  • $28.85 - $33.65 per hour

     ...including the SIE, Series 7, and Series 66, while receiving dedicated training and coaching. The ideal candidate will manage client relationships and collaborate with banking partners to provide comprehensive financial solutions. The position operates Monday to Friday, with... 
    Hourly pay
    Monday to Friday

    Bank of America

    Santa Clarita, CA
    3 days ago
  • Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial goals by creating tailored financial plans. This role offers comprehensive training, the chance to make a real impact in the community, ...

    Modern Woodmen of America

    Santa Clarita, CA
    1 day ago
  •  ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Manages goals, navigates complexity, prioritizes tasks and executes... 
    Temporary work

    Jobtailor

    Santa Clarita, CA
    2 days ago
  • A leading financial services company in Santa Clarita is seeking a Financial Professional to assist families with their financial goals. The role includes providing solutions like life insurance and retirement planning. Candidates should possess strong communication skills...
    Relocation package

    WizeHire, Inc

    Santa Clarita, CA
    1 day ago
  • Jobtailor is seeking a licensed financial advisor to collaborate with clients in planning and implementing short‑ and long‑term financial goals using a range of brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions. The role emphasizes...
    Temporary work

    Jobtailor

    Santa Clarita, CA
    2 days ago
  •  ...actionable, and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long‑term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make... 

    Thrivent

    Santa Clarita, CA
    1 day ago
  •  ...Secrecy Act Officer. Ensure compliance with CRA and CDFI outreach programs. Proactive Core Deposit Generation via new Client Relationship Acquisition, Client Relationship Retention and Client Relationship Expansion. Works closely with the Branch Manager in the daily... 
    Work experience placement
    Work at office
    Flexible hours

    Mission Valley Bank

    Santa Clarita, CA
    3 days ago
  • $28 - $33 per hour

     ...Series 66 Exams. You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best... 
    Work at office
    Immediate start
    Monday to Friday

    Bank of America

    San Fernando, CA
    2 days ago
  •  ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost... 
    Part time

    Fairygodboss

    Santa Clarita, CA
    4 days ago
  • $100k

     ...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Clarita, California. Applicants without a real...  ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic... 
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    Santa Clarita, CA
    4 hours ago
  • State Farm Agent is seeking an outgoing and customer-focused individual to join their team in Santa Clarita, California. The position involves marketing State Farm insurance and financial service products, maintaining strong work ethics, and providing valuable customer ...
    Hourly pay

    State Farm Agent

    Santa Clarita, CA
    21 hours ago
  •  ...advising clients on financial solutions. You will receive training and support for obtaining necessary licenses while building client relationships in a collaborative environment. Ideal candidates have strong communication skills and a background in financial services or... 

    Bank of America

    San Fernando, CA
    3 days ago
  • Bank of America is seeking a dynamic financial advisor to provide comprehensive financial advice and customized solutions. This role involves working closely with clients to develop financial plans, recommend banking solutions, and triage client requests. The ideal candidate...

    Bank of America

    San Fernando, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!