Client Experience Banking Advisor

Bank of America; Greenville (SC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Greenville, SC is hiring for a customer-facing role that educates clients on self-service banking and handles transactions. You will engage clients, process cash, and uncover financial needs to connect them with suitable solutions. The position supports a 40-hour week with 1st shift hours and requires weekend availability.

The role emphasizes relationship-building, strong communication, and adherence to bank processes and regulations to deliver an excellent client experience.

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Collaborates effectively to serve clients and meet goals.
• Passion and drive to deliver a positive client experience.
• Confident in identifying solutions for clients' needs.
• Effective communication and comfort engaging all clients.
• Adaptable to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong time management and adherence to laws and policies.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand financial priorities and connect to solutions.
• Build relationships with clients to meet financial needs.
• Follow processes and guidelines and comply with laws/regulations.
• Manage center traffic, appointments, and outbound calls.
• Drive client experience and support cash responsibilities.

Skills

Customer service

Sales ability

Communication

Problem solving

Time management

Relationship building

Education

High school diploma

Bachelor's degree or business-related Associate's degree

Tools

Cash handling

Job description

Bank of America in Greenville, SC is hiring for a customer-facing role that educates clients on self-service banking and handles transactions. You will engage clients, process cash, and uncover financial needs to connect them with suitable solutions. The position supports a 40-hour week with 1st shift hours and requires weekend availability.

The role emphasizes relationship-building, strong communication, and adherence to bank processes and regulations to deliver an excellent client experience.