National Black MBA Association
Relationship Banker - Orange County Central Market - Bilingual Spanish Required
National Black MBA Association, Santa Ana, California, United States, 92725
Overview
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. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest in our teammates by offering competitive benefits to support their well-being. Bank of America believes in working together and offering flexibility to our employees. Working here provides opportunities to learn, grow and make an impact. This position is open for the entire market; the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and may move to another location within a reasonable commuting distance as permitted by law. Job Description:
This role engages clients in the lobby to educate and assist with 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. The role involves having in-depth conversations with clients to understand financial and life priorities and connecting clients to solutions that meet their 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 to act in the best interest of 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 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 Ability to learn and adapt to new information and technology platforms Confident in educating clients on self-service banking transactions (ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients\’ needs Follows established processes and guidelines to act in the best interest of 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 Flexible to work weekends and/or extended hours as needed Bilingual Spanish Required 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 (e.g., 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
High School Diploma / GED / Secondary School or equivalent Additional Details
Shift: 1st shift (United States of America) Hours Per Week: 40 Location/Pay Transparency: US - CA - Santa Ana, CA; Pay range $24.00 - $26.27 hourly; base salary with no incentive eligibility; benefits eligible
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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. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest in our teammates by offering competitive benefits to support their well-being. Bank of America believes in working together and offering flexibility to our employees. Working here provides opportunities to learn, grow and make an impact. This position is open for the entire market; the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and may move to another location within a reasonable commuting distance as permitted by law. Job Description:
This role engages clients in the lobby to educate and assist with 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. The role involves having in-depth conversations with clients to understand financial and life priorities and connecting clients to solutions that meet their 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 to act in the best interest of 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 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 Ability to learn and adapt to new information and technology platforms Confident in educating clients on self-service banking transactions (ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients\’ needs Follows established processes and guidelines to act in the best interest of 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 Flexible to work weekends and/or extended hours as needed Bilingual Spanish Required 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 (e.g., 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
High School Diploma / GED / Secondary School or equivalent Additional Details
Shift: 1st shift (United States of America) Hours Per Week: 40 Location/Pay Transparency: US - CA - Santa Ana, CA; Pay range $24.00 - $26.27 hourly; base salary with no incentive eligibility; benefits eligible
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