Relationship Banker
Company: Disability Solutions
Location: Laguna Niguel
Posted on: October 23, 2024
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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 equivalentShift: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 - Lake Forest - 23831 El Toro Rd - EL TORO BC (CA6142), US - CA
- Mission Viejo - 26002 Marguerite PKWY - OSO MARGUERITE (CA6243),
US - CA - Mission Viejo - 26821 Trabuco Rd - MISSION VIEJO BC
(CA6158)Pay and benefits informationPay range$23.00 - $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, Oceanside , Relationship Banker, Other , Laguna Niguel, California
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