Relationship Banker

Company: Disability Solutions
Location: San Clemente
Posted on: February 1, 2025

Job Description:

Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators.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's Degree such as business management, business administration or financeSkills:--- 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 equivalentThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Aliso Viejo - 26831 Aliso Creek Rd (CA6221), US - CA - Dana Point - 32595 Golden Lantern St - OCEAN RANCH (CA6242), US - CA - Laguna Niguel - 30162 CROWN VALLEY PKWY - LAGUNA NIGUEL BC (CA6162), US - CA - San Clemente - 620 Camino De Los Mares - North San Clemente (CA6267)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, Los Angeles , Relationship Banker, Other , San Clemente, California