Relationship Banker - Orange County North Market

Job Description

At Bank of America, this role 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. The position ensures accurate and efficient processing of cash transactions and engages in deep conversations with clients to gain an in‑depth understanding of their financial and life priorities, connecting them to solutions that meet their financial goals.

This position is open for the entire market and the specific financial center location will be based on business needs. If offered a position, the employee will train at one financial center and may subsequently relocate to another location that is within a reasonable commuting distance of their home, as permitted by applicable law.

• 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.

• 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 clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self‑service technologies.
• Applies strong critical thinking and problem‑solving skills to meet clients' needs.
• Follows established processes and guidelines in daily activities, 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.

• 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.

• 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
• Plymp Management
• Prospecting
• Referral Identification
• Referral Management

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.

1st shift (United States of America).

40.

Hourly pay: $25.00 - $27.88, based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible.

This role is currently benefits eligible, providing industry‑leading benefits, access to paid time off, and resources and support for employees to make a genuine impact in their business and communities.