Relationship Banker: Elevate Clients’ Financial Lives

Bank of America; Santa Ana (CA); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America in Santa Ana, CA is seeking a customer-focused professional to support everyday banking needs and financial solutions. You will build relationships with clients, demonstrate product knowledge, and deliver an exceptional client experience in a fast-paced branch environment.

The role requires strong communication, bilingual Spanish capability, adaptability, and a willingness to work weekends or extended hours.

Qualifications

• Enthusiastic self-starter with strong work ethic.
• Capable of building and maintaining client relationships.
• Comfortable working with diverse clients and teams.
• Willing to work weekends or extended hours as needed.
• Fluent or proficient in Spanish to support Spanish-speaking clients.

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

Self-starter

Client relationships

Work ethic

Communication

Adaptability

Problem solving

Time management

Team collaboration

Spanish bilingual

Cash handling

Education

Bachelor's or related degree

Job description

Bank of America in Santa Ana, CA is seeking a customer-focused professional to support everyday banking needs and financial solutions. You will build relationships with clients, demonstrate product knowledge, and deliver an exceptional client experience in a fast-paced branch environment.

The role requires strong communication, bilingual Spanish capability, adaptability, and a willingness to work weekends or extended hours.