In-Branch Relationship Banker

Bank of America; San Clemente (CA); Presencial; USD 42.000 - 55.000; Jornada completa

Descripción de la vacante

Bank of America in San Clemente, CA seeks a client-focused team member to educate clients on self-service tools and process cash transactions accurately. You will build relationships to uncover financial needs and connect clients with suitable solutions within regulatory guidelines.

The role requires strong communication, adaptability, and a willingness to work varied hours, including weekends. Bilingual Spanish is a strong plus for serving a diverse client base at an in-office location.

Formación

• Enthusiastic self-starter with strong work ethic and results focus.
• Ability to learn and adapt to new information and technology.
• Fluent in Spanish; able to serve diverse client needs.
• Willing to work weekends or extended hours as needed.
• Experience in financial services or sales is a plus.

Responsabilidades

• Engage clients in the lobby and educate on self-service options.
• Process cash transactions accurately and efficiently.
• Develop client relationships to meet financial goals.
• Follow processes and comply with laws and regulations.
• Collaborate with specialists across small business, lending, and investments.

Conocimientos

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

Educación

Bachelor's Degree or Associate's Degree in business or finance

Descripción del empleo

Bank of America in San Clemente, CA seeks a client-focused team member to educate clients on self-service tools and process cash transactions accurately. You will build relationships to uncover financial needs and connect clients with suitable solutions within regulatory guidelines.

The role requires strong communication, adaptability, and a willingness to work varied hours, including weekends. Bilingual Spanish is a strong plus for serving a diverse client base at an in-office location.