Relationship Banker
Company: Disability Solutions
Location: Santa Ana
Posted on: October 23, 2024
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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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. 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 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 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.--- Can be flexible to work
weekends and/or extended hours as needed.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 degree such as business management, business
administration, or finance.--- Spanish Language PreferredSkills:---
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 ManagementMinimum Education Requirement:--- High School
Diploma / GED / Secondary School or equivalent Shift:1st shift
(United States of America)Hours Per Week: 40Pay Transparency
detailsUS - CA - Daly City - 33 Southgate Ave - WESTLAKE BC
(CA5172), US - CA - Foothill Ranch - 26660 Portola PKWY - FOOTHILL
RANCH (CA6236), US - CA - Irvine - 13244 Jamboree RD - MARKET PLACE
(CA6228), US - CA - Irvine - 14222 Culver Dr - HERITAGE PLAZA BC
(CA6198), US - CA - Irvine - 18622 Macarthur Blvd - IRVINE BC
(CA6203), US - CA - Irvine - 3881 Alton PKWY (CA7226), US - CA -
Irvine - 4500 BARRANCA PKWY - WOODBRIDGE BC (CA6160), US - CA -
Irvine - 6356 Irvine Blvd (CA6251), US - CA - Irvine - 6519 Quail
Hill PKWY - QUAIL HILL (CA6258), US - CA - Newport Beach - 4101
Macarthur Blvd - IRVINE INDUSTRIAL BC (CA6167), US - CA - Rancho
Santa Margarita - 31531 SANTA MARGARITA PKWY - RANCHO SANTA
MARGARITA BC (CA6201), US - CA - Santa Ana - 2127 E 17th St -
17TH-TUSTIN BC (CA7133), US - CA - Tustin - 13341 Newport Ave -
TUSTIN BC (CA7144)Pay and benefits informationPay range$24.00 -
$25.96 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.
Keywords: Disability Solutions, Montebello , Relationship Banker, Other , Santa Ana, California
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