Client Experience Banker & Solutions Advisor

Bank of America; Cayce (SC); On-site; USD 38,000 - 60,000; Full time

Job summary

Bank of America in Cayce, SC is seeking a client-facing associate to engage customers in the lobby, educate on self-service resources, and accurately process cash transactions. You will build relationships and connect clients with financial solutions to meet goals.

You will follow bank processes and regulations, learn about products across lending and investments, and support a high-quality client experience. Weekend/extended hours may be required.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done, building and nurturing relationships.
• Delivers an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Communicates effectively with clients and is comfortable engaging all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on how to conduct simple banking transactions through self-service technologies (ATM/online/mobile).
• Follows established processes and guidelines to do what is right for clients and the bank, complying with laws.
• Efficiently manages time and capacity.
• Willing to work weekends and/or extended hours at various locations within a reasonable distance.

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

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 Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Cayce, SC is seeking a client-facing associate to engage customers in the lobby, educate on self-service resources, and accurately process cash transactions. You will build relationships and connect clients with financial solutions to meet goals.

You will follow bank processes and regulations, learn about products across lending and investments, and support a high-quality client experience. Weekend/extended hours may be required.