Relationship Banker: Elevate Clients’ Financial Lives

Bank of America; Irvine (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America in Irvine, CA is hiring a Financial Center team member to build strong client relationships, identify financial needs, and drive the client experience. You will follow established processes, manage cash, guide customers to self-service options, and uphold compliance with laws and regulations.

The role offers opportunities to collaborate with lending, investments and small business experts, requires weekend/extended hours as needed, and supports a culture of care, inclusion and

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Willing to work weekends and/or extended hours.

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 responsibilities.

Skills

Adaptability

Business Acumen

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

Education

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in Irvine, CA is hiring a Financial Center team member to build strong client relationships, identify financial needs, and drive the client experience. You will follow established processes, manage cash, guide customers to self-service options, and uphold compliance with laws and regulations.

The role offers opportunities to collaborate with lending, investments and small business experts, requires weekend/extended hours as needed, and supports a culture of care, inclusion and