Relationship Banker - Orange County North Market - Bilingual Spanish
Listed on 2026-06-01
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Sales
Banking & Finance, Financial Sales -
Finance & Banking
Banking & Finance, Financial Sales
At Bank of America, the role focuses on engaging clients in the lobby and supporting their transactions through self‑service resources such as mobile banking, online banking, or ATM. The position requires accurate cash handling, deep client conversations, and the ability to connect clients with solutions that meet their financial goals.
Responsibilities- Execute the bank’s risk culture and strive for operational excellence.
- Build and maintain relationships with clients to meet their financial needs.
- Follow established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Grow business knowledge and network by partnering with experts in small business, lending, and investments.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience and manage cash responsibilities.
- Enthusiastic, highly motivated self‑starter with a strong work ethic and results focus.
- Collaborates effectively to get things done and builds strong relationships.
- Passionate, committed, and driven to deliver an experience that improves clients’ financial lives.
- Confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently with all clients.
- Able to learn and adapt to new information and technology platforms.
- Confident in educating clients on simple banking transactions through self‑service technologies (ATM, online banking, mobile banking).
- Applies strong critical thinking and problem‑solving skills to meet clients’ needs.
- Follows established processes and guidelines, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity, focusing 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.
- Experience in financial services and knowledge of the 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.
- 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.
1st shift, United States of America – 40 hours per week.
Locations406 N Euclid ST, Anaheim, CA 7227; 5640 E Santa Ana Canyon Rd, Anaheim Hills, CA 7162; 290 S State College Blvd, Brea, CA 7151.
CompensationHourly rate: $25.00 – $27.88, based on experience, education and skill set. Position is compensated with a base salary and is not incentive eligible.
BenefitsBenefits eligible. Includes industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being.
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