Client Relationship Banker: Grow Wealth by Solving Needs

Bank of America; Charleston (SC); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America in Charleston, SC is seeking a client-focused banking professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, connect clients with specialists, and support self-service transactions.

You will cultivate relationships, educate clients on digital tools, and ensure accurate, compliant service while working a 40-hour week and potentially weekend shifts.

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Strong written and verbal communications with the ability to engage clients in-person and by phone.
• Willingness to obtain a notary commission within a few months of start date, per state laws.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Provide solutions, connect clients to specialists, and deepen relationships through platform services.
• Assist clients with self-service transactions and educate on digital tools.
• Adhere to banking processes, regulatory requirements, and uphold accurate operations.
• Engage in proactive outbound calls and follow-up routines to enhance client experiences.

Skills

Sales experience

Client focus

Communication skills

Time management

Notary commission readiness

Learning agility

Education

Associate's or Bachelor's in business/finance

Tools

Microsoft Office

Job description

Bank of America in Charleston, SC is seeking a client-focused banking professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, connect clients with specialists, and support self-service transactions.

You will cultivate relationships, educate clients on digital tools, and ensure accurate, compliant service while working a 40-hour week and potentially weekend shifts.