Relationship Banker OC Market: Elevate Clients

Bank of America; Santa Ana (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America in Santa Ana seeks a client-focused associate to engage customers in the lobby, educate on self‑service resources, and process cash transactions accurately. You will build relationships to understand financial needs and connect clients with suitable solutions, all while adhering to risk controls and company policies.

This role requires strong communication, adaptability, and the ability to work weekends or extended hours.

Qualifications

• Bachelor's Degree or business-related Associate’s Degree as a baseline qualification.
• Experience in financial services or sales with target-driven results preferred.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Engage clients in lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Follow established processes and regulations; ensure risk controls.
• Manage center traffic, appointments, and outbound calls to enhance client experience.
• Support cross-functional partners across small business, lending, and investments.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Solutions

Account Management

Client Experience

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Business-related Associate’s Degree

Job description

Bank of America in Santa Ana seeks a client-focused associate to engage customers in the lobby, educate on self‑service resources, and process cash transactions accurately. You will build relationships to understand financial needs and connect clients with suitable solutions, all while adhering to risk controls and company policies.

This role requires strong communication, adaptability, and the ability to work weekends or extended hours.