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  1. Home
  2. chevron_right
  3. accounting & finance
  4. chevron_right
  5. Relationship Banker
Bank of America logo

Relationship Banker

Not Disclosed•Full-TimeOn-site

location_on647, West Highland Street, Heninger Park, Santa Ana, Orange County, California, 92701, United States

Apply Now

About the Team

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we achieve this.

We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We value the unique perspectives individuals bring from all backgrounds and career paths—whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

About the Role

This position is open for the entire Orange County East Market. The specific Financial Center location will be determined based on business needs. If offered a position, you will train at one financial center and may potentially move to another location within a reasonable commuting distance of your home, to the extent permitted by applicable law.

As a Relationship Banker, you will be the face of the bank in the lobby, engaging clients to educate and assist them with conducting transactions through self-service resources like mobile banking, online banking, or ATMs. Your day will involve having deep conversations with clients to gain in-depth knowledge of their financial and life priorities, connecting them to solutions that meet their financial goals. You will manage financial center traffic, appointments, and outbound calls effectively, ensuring a seamless client experience while accurately processing cash transactions.

Hiring Process & Application

To proceed with your application, you must be at least 18 years of age. Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Equal Opportunity & Culture

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law. We affirm in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial, and municipal laws.

The company also prohibits discrimination on other bases such as medical condition or marital status. Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. We are committed to providing a safe work environment and may require reasonable accommodations for disabilities or sincerely held religious beliefs regarding in-office attendance requirements.

Legal & Compliance

Certain laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position, including FDIC and Loan Originator regulations. Bank of America retains the discretion to interpret terms or language used in communications according to provisions contained in official plan documents.

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Skills, education and keywords

Skills: Mobile Banking, Online Banking, Atm, Cash Handling, Sales, Account Management, Client Management, Business Development, Pipeline Management, Prospecting.

Education: Bachelor's Degree or business-relevant Associate's Degree preferred; Business-relevant Associate's Degree preferred.

Frequently asked questions about Relationship Banker at Bank of America

What does a Relationship Banker at Bank of America do?expand_more
In this Relationship Banker at Bank of America role, you will engage clients in the lobby to educate and assist with self-service transactions; process cash transactions accurately and efficiently for clients; build relationships with clients to meet their specific financial needs; and manage financial center traffic, appointments, and outbound calls effectively.
What are the requirements for this Relationship Banker role?expand_more
To qualify for the Relationship Banker at Bank of America position, applicants should have: Must be at least 18 years of age; Must be able to work weekends and/or extended hours; Bachelor's Degree or business-relevant Associate's Degree; One year of demonstrated successful sales experience; and Six months of cash handling experience.
Where is the Relationship Banker role at Bank of America located?expand_more
Relationship Banker at Bank of America is based in 647, West Highland Street, Heninger Park, Santa Ana, Orange County, California, 92701, United States. This is a on-site role.
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Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Work location

Work model: On-site

location_on

647, West Highland Street, Heninger Park, Santa Ana, Orange County, California, 92701, United States

Santa Ana, California

Key Responsibilities

  • check_circleEngage clients in the lobby to educate and assist with self-service transactions
  • check_circleProcess cash transactions accurately and efficiently for clients
  • check_circleBuild relationships with clients to meet their specific financial needs
  • check_circleManage financial center traffic, appointments, and outbound calls effectively
  • check_circlePartner with experts in small business, lending, and investments to grow business knowledge
  • check_circleConduct deep conversations to understand client financial priorities and goals
  • check_circleExecute the bank's risk culture and adhere to all applicable laws and regulations

Requirements

  • verifiedMust be at least 18 years of age
  • verifiedMust be able to work weekends and/or extended hours
  • verifiedBachelor's Degree or business-relevant Associate's Degree
  • verifiedOne year of demonstrated successful sales experience
  • verifiedSix months of cash handling experience

Nice to Have

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 finance.

Bank of America logo
Company

Bank of America

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

1+ yrs (Mid Level)

Education

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

Job Type

Full-Time

Skills Required

Mobile BankingOnline BankingAtmCash HandlingSalesAccount Management
Is this Relationship Banker job remote, hybrid, or on-site?expand_more
Bank of America has listed this Relationship Banker role as on-site.
How much experience is required for this Relationship Banker role?expand_more
Relationship Banker at Bank of America typically requires 1+ years of relevant experience at the mid level level.
What skills do you need for the Relationship Banker role at Bank of America?expand_more
Key skills for Relationship Banker at Bank of America include Mobile Banking; Online Banking; Atm; Cash Handling; Sales; Account Management; Client Management; and Business Development.
What education is required for Relationship Banker at Bank of America?expand_more
Educational requirements for this role: Bachelor's Degree or business-relevant Associate's Degree preferred; and Business-relevant Associate's Degree preferred.
What category does the Relationship Banker role belong to?expand_more
Relationship Banker at Bank of America is part of the accounting & finance job category on Recrutus.
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Client Management
Business Development
Pipeline Management
Prospecting