Relationship Banker - Orange County South Market
$25 - $26.77 per hourBank of America ATM
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 detailsUS - CA - Aliso Viejo - 26831 Aliso Creek Rd (CA6221), US - CA - Dana Point - 24801 Del Prado Ave - DANA POINT BC (CA6166), US - CA - Dana Point - 32595 Golden Lantern St - OCEAN RANCH (CA6242), US - CA - Ladera Ranch - 27752 Antonio PKWY - BUILDING M (CA6226), US - CA - Laguna Hills - 23711 MOULTON PKWY - MOULTON PLAZA BC (CA6199), US - CA - Laguna Niguel - 30162 CROWN VALLEY PKWY - LAGUNA NIGUEL BC (CA6162), US - CA - Laguna Woods - 24211 Paseo De Valencia - Laguna Hills (CA6168), US - CA - Lake Forest - 23831 El Toro Rd - EL TORO BC (CA6142), US - CA - Mission Viejo - 26821 Trabuco Rd - MISSION VIEJO BC (CA6158), US - CA - Mission Viejo - 27571 Puerta Real - CROWN VALLEY CENTER BC (CA6173), US - CA - San Clemente - 300 S El Camino Real (CA6261), US - CA - San Clemente - 620 Camino De Los Mares - North San Clemente (CA6267), US - CA - San Clemente - 965 Avenida Pico - Talega (CA6237), US - CA - San Juan Capistrano - 31902 Del Obispo St - SAN JUAN CAPISTRANO BC (CA6140)Pay and benefits informationPay 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
$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...SuggestedFull timeTemporary workLocal area- Orange County's Federal Credit Union seeks a Relationship Banker in Mission Viejo to blend service, sales and problem-solving for members navigating their finances. You will handle teller transactions, open new accounts, and guide consumer loan applications with a consultative...Suggested
$70k - $80k
...achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done.... ...Written Communications This position is open for the entire market and the specific Financial Center location will be based on...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$80k - $95k
...learning and professional development Local to the Dana Point / South Orange County area CFP in progressor completed is a strong plus What... ...This is a seat at the table with a firm that does meaningful, relationship-first planning for families who have trusted them for...SuggestedWork at officeLocal area$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$35 - $42 per hour
...excel atall from Day One. Job Description The Premier Relationship Banker completes all duties of a Relationship Banker; building... ...consistent with applicable local laws including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as...Full timeTemporary workLocal area- ...will process cash transactions and discuss clients' financial goals to connect them with suitable solutions. The role emphasizes relationship building, adherence to laws and procedures, and delivering an exceptional client experience across a busy financial center....
- ...clients in the lobby, educating them on self-service banking options, and accurately processing cash transactions. You will build relationships, connect clients with financial solutions, and support everyday banking needs in a high‑volume environment. The role requires...Weekend work
- U.S. Bank is seeking Relationship Bankers to build trusted relationships with customers by meeting face to face and guiding them through banking needs. The role involves greeting clients, processing basic transactions, and promoting digital products and services across...
- Relationship Banker (SAFE) 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...Temporary workWork experience placementImmediate start
- ...a client-focused team member to educate clients on self-service tools and process cash transactions accurately. You will build relationships to uncover financial needs and connect clients with suitable solutions within regulatory guidelines. The role requires strong communication...Work at office
$23 - $25 per hour
...Description Job Description Build Relationships. Build Futures. Build Your Career. Mandarin... ...or Spanish Fluency Preferred At Orange County’s Federal Credit Union (OCFCU), banking... ...day. As a Relationship/Personal Banker/Member Service Representative (MSR),...Hourly payWeekday work- ...conversations to understand financial priorities and connect clients to suitable solutions through the bank's products. You will build relationships, follow established processes, and collaborate with specialists in small business, lending, and investments to support client...
- U.S. Bank seeks a Premier Relationship Banker to develop strong client relationships, advise customers across multiple channels, and close consumer loans while promoting digital banking solutions. The role requires FINRA registrations and ongoing regulatory compliance....
$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- ...Federal Credit Union in Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver world-class... ...and may involve CA DMV pull program; strong communication and relationship-building are essential. #J-18808-Ljbffr SchoolsFirst Federal...
- Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage...Work at office
$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‑...Hourly payRemote work- ...Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and... ...community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and...
- ...on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship... ...specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress...Flexible hours
- ...Managed Services role, supporting and extending existing NetSuite implementations Core Skills Strong customer engagement and relationship management skills Excellent organizational skills with the ability to multi-task across concurrent engagements Strong...Remote work
- The Well, a boutique independent RIA in Dana Point, CA, seeks a Paraplanner / Associate Advisor to join their close-knit team. This on-site role focuses on advanced planning for trusts, tax strategy, philanthropy, and multi-generational wealth, with direct mentorship from...Local area
$47.51k - $61.99k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty...Hourly payFull timePart time- ...and educate them on self-service options such as mobile and online banking. You will process cash transactions accurately, build relationships, and connect clients to solutions that support their financial goals. The role requires strong communication, relationship-...Weekend workDay shift
- ...seeking a hands-on finance and operations professional in San Francisco to work directly with the SVP of Operations and Finance on go-to-market finance, purchasing, and investor data rooms. You will build financial models, manage end‑to‑end payables, coordinate with...
- ...clients, support transactions, and identify solutions aligned with their financial goals. The role requires strong communication, relationship-building, and a customer-first mindset. Weekend availability and a location near key financial centers may apply, with...Weekend work
$21.47 - $29 per hour
...full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management... ...motivated individual to fill the position of a Universal Banker at our Laguna Woods, CA branch! Customer Service experience...Hourly payFull time- ...provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals. You will build relationships with clients, assess financial situations, and develop and implement strategies, while reviewing progress and guiding on...
- ...investments 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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