Relationship Banker - San Juan Capistrano
3 days ago

Job description
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
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 and travel to any financial center location within a reasonable distance
- Bilingual Spanish
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
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:
40Pay Transparency details
US - CA - Dana Point Golden Lantern St - OCEAN RANCH (CA6242), 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 Del Obispo St - SAN JUAN CAPISTRANO BC (CA6140)Pay and benefits informationPay range$ $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.Similar jobs
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having ...
1 week ago
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. · Besides that the job is resp ...
2 weeks ago
At Chase, we are passionate about 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. · ...
2 weeks ago
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having ...
1 month ago
This job involves engaging clients in the lobby to educate them on conducting transactions through self-service resources such as mobile banking online banking or ATM accurately executing cash transactions while building relationships with clients by gaining knowledge about their ...
1 month ago
This role involves engaging clients in the lobby to educate them on conducting transactions through self-service resources such as mobile banking online banking or ATM accurately processing cash transactions for clients having deep conversations with clients to gain in-depth know ...
2 weeks ago
This relationship banker position allows you to engage clients in the lobby to educate and assist with conducting transactions through self-service resources. · ...
1 week ago
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. · Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. ...
1 month ago
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. · ...
3 weeks ago
Build a successful career with opportunities to learn, grow and make an impact at Bank of America. · ...
1 month ago
Join a professional, welcoming and collaborative environment where your contributions are recognized and celebrated. · ...
1 week ago
Why Wells Fargo · Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is mu ...
3 days ago
Delivers exceptional service to BMO customers and prospects · ...
3 weeks ago
This is an opportunity to contribute to overall branch sales efforts at City National Bank. The successful candidate will provide best-in-class service levels for their branch, assist with operational integrity, and develop new clients through proactive outside calling efforts. · ...
1 month ago
Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. · ...
1 month ago
Why Wells Fargo · Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is mu ...
3 days ago
The opportunity for a Relationship Banker at City National Bank involves contributing to overall branch sales efforts while maintaining best-in-class service levels. · ResponsibilitiesProvides expertise in client service. · Works with clients to resolve inquiries/issues. · Analyz ...
1 month ago
Join Orange County's Federal Credit Union. We're not just a financial service provider—we're a community that puts people first. · ...
1 week ago
Why Wells Fargo: · Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is ...
2 days ago
The Relationship Banker is responsible for contributing to overall branch sales efforts and maintaining best in class service levels. · Minimum 2 years of direct sales experience required. · Minimum 1 year experience in a banking environment required. · ...
1 month ago