Jobs · Finance · California

Relationship Banker --- OC South Market --- Bilingual Spanish Required

Bank of America · San Juan Capistrano, CA · 2 wk ago
FinanceFull-time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports every teammate’s success, career growth, and well-being through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, fostering resilience, leadership, and innovation.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. This position is open market-wide, and the specific Financial Center location will be based on business needs. Training will occur at one financial center, with potential relocation to another location within a reasonable commuting distance.

About the role

This role engages clients in the lobby to educate and assist with self-service transactions, such as mobile banking, online banking, or ATM. You will process cash transactions accurately and efficiently while building relationships to understand clients’ financial and life priorities, connecting them to solutions that meet their goals.

Responsibilities

  • Execute the bank’s risk culture and strive for operational excellence.
  • Build relationships with clients to meet their financial needs.
  • Follow established processes and guidelines to ensure compliance with laws and regulations.
  • Grow business knowledge 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.

Requirements

  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
  • Collaborates effectively to build and nurture strong relationships.
  • Passionate about delivering an experience that improves clients’ financial lives.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Effective communicator, comfortable engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Skilled in educating clients on self-service banking technologies (e.g., ATM, online, mobile banking).
  • Strong critical thinking and problem-solving skills to meet clients’ needs.
  • Adheres to established processes and guidelines in daily activities.
  • Efficiently manages time and capacity with a focus on results.
  • Must be able to work weekends and/or extended hours, including being scheduled at any financial center within a reasonable distance.
  • Bilingual (Spanish) preferred.

Qualifications

  • Experience in financial services and knowledge of 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 (e.g., business management, business administration, 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

Note: Certain criminal histories may restrict or prohibit hiring for this position under FDIC and Loan Originators regulations.

Schedule

  • 1st shift (United States of America)
  • 40 hours per week

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