Client Relationship Banker & Financial Solutions

Bank of America; Columbia (SC); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in Columbia, SC is seeking an energetic client service professional to greet clients in the lobby and educate them on self-service options such as mobile and online banking. You will accurately process cash transactions and engage with customers to understand their financial priorities and connect them to suitable solutions.

The role emphasizes relationship building, adherence to laws and bank guidelines, and teamwork with specialists in lending, investments, and small business

Qualifications

• Self-starter with a strong work ethic and results focus
• Collaborates effectively to achieve goals
• Passion and drive to improve clients' financial lives
• Identifies solutions for client needs
• Effective communicator and comfortable engaging all clients
• Able to learn and adapt to new information and technology platforms
• Educates clients on self-service banking
• Uses critical thinking to meet client needs
• Follows bank processes and laws
• Manages time and capacity
• Willing to work weekends/extended hours within 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 to do what is right for clients and the bank
• Grows business knowledge 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

Job description

Bank of America in Columbia, SC is seeking an energetic client service professional to greet clients in the lobby and educate them on self-service options such as mobile and online banking. You will accurately process cash transactions and engage with customers to understand their financial priorities and connect them to suitable solutions.

The role emphasizes relationship building, adherence to laws and bank guidelines, and teamwork with specialists in lending, investments, and small business