Client Relationship Banker — Educate & Advise Clients

Bank of America; Columbia (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Columbia, SC, is seeking frontline colleagues to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will explore client needs, uncover financial goals, and connect them to suitable solutions.

The role emphasizes relationship building, adherence to laws, and delivering a seamless client experience while supporting in-office operations and flexible scheduling where required.

Qualifications

• Enthusiastic, self-starter with a strong work ethic and results focus.
• Ability to build relationships and meet clients' financial needs.
• Willingness to work weekends and extended hours as needed.

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

Job description

Bank of America in Columbia, SC, is seeking frontline colleagues to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will explore client needs, uncover financial goals, and connect them to suitable solutions.

The role emphasizes relationship building, adherence to laws, and delivering a seamless client experience while supporting in-office operations and flexible scheduling where required.