Relationship Banker
Bank of America ATM
Relationship Banker - Orange County Central Market Santa Ana, California;La Palma, California; Garden Grove, California; Garden Grove, California; Anaheim, California; Santa Ana, California; Garden Grove, California; Anaheim, California; Garden Grove, California; Santa Ana, 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! ****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 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 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.
- Responsibilities Engage clients in the lobby to educate and assist with transactions Accurately process cash transactions for clients Have in-depth conversations with clients to connect them to solutions Requirements Is an enthusiastic, highly motivated self-starter Collaborates...SuggestedWeekend work
$25 - $26.77 per hour
...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...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$27.22 - $33.26 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...SuggestedTemporary workLocal area$25 - $27.88 per hour
...individual for a client engagement role in Orange, California. The job involves educating clients on transactions and building relationships to meet their financial needs. Candidates should possess strong communication skills and adapt to new technologies. The role requires...SuggestedHourly payWeekend work- Bank of America is hiring for a client-facing role in California that centers on engaging customers in the lobby, guiding them through self-service options like online and mobile banking, and handling cash transactions accurately. The position emphasizes understanding ...SuggestedWeekend work
- ...professional to engage clients in the lobby, educate on self‑service channels, and process cash transactions accurately. You will build relationships, connect clients to financial solutions, and support the bank's risk and service standards. Responsibilities include driving the...
$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...extent permitted by applicable law. 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...Hourly payShift workWeekend workDay shift- ...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 a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- Responsibilities Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase...Work experience placementImmediate start
- JPMorgan Chase & Co. is seeking a Relationship Banker in Santa Ana, California. In this role, you will deliver exceptional service and build lasting relationships with clients by understanding their financial needs and providing tailored solutions. The ideal candidate will...Afternoon shift
$23 - $25 per hour
...Job Description Job Description Build Relationships. Build Futures. Build Your Career. Fluency in Mandarin, Spanish, or Vietnamese... ..., impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face...Hourly payWeekday work$37 - $65.5 per hour
...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as...Temporary workWork experience placementImmediate start- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...requests from students or parents Responsible for complete and accurate files and paperwork. Maintain a close working relationship with Admission and other personnel. Remain current on all applicable laws and regulations. Attend financial aid workshops...Temporary workWork at officeFlexible hours
- ...Fifth Third Bank in Tustin seeks a Float Personal Banker I to deliver excellent customer care and handle daily transactions. You will refer customers to business partners for products and services and travel to various financial centers within the market. Responsibilities...
- ...Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement... ...branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the...Work experience placement
- ...social, educational and volunteer activities that enrich members’ lives and 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...Full timeLocal area
$75k - $90k
...associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so...Temporary workInternshipLocal areaFlexible hours- ...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 startAfternoon shift
- Northwestern Mutual is seeking College Financial Representatives for an internship program that provides a flexible schedule, professional networking opportunities, and performance-based earnings. Candidates should be full-time students, preferably juniors or seniors, with...Full timeInternshipFlexible hours
$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at office- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, ...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$130k - $155k
...Portfolio Banker Job at a well‑established California bank that has been in operation for over 100 years. Salary: $130,000 – $155,... ...contribution Annual Bonus Job Summary The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the...Work at officeLocal area- ...Citi is seeking an entry-level Universal Banker to assist with sales and service activities in Anaheim, California. This role aims to strengthen customer relationships and increase sales to individual consumer clients. Key responsibilities include account opening assistance...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$102.44k - $174.2k
The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. This role is responsible for analyzing CRE financial statements...Contract workWork at officeLocal area
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