Client Relationship Banking Advisor

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

Job summary

Bank of America in Charleston, SC, is seeking a customer service associate to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. You will connect clients to solutions that meet their financial goals.

Role requires strong communication, relationship building, and a client-focused mindset; ability to work weekends/extended hours; collaboration with lending and investments teams; in-office culture with opportunities for growth.

Qualifications

• Requires ability to engage with clients in a teller/consultative capacity
• Demonstrates strong communication and problem-solving skills
• Ability to work weekends and/or extended hours as needed
• Familiarity with self-service banking channels is a plus
• Experience in financial services and client-focused roles is helpful
• Bachelor-level business knowledge is advantageous

Responsibilities

• Executes the bank's risk culture with a focus on operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines to act in clients' and the bank's best interests
• Collaborates with small business, lending and investments experts
• Manages center traffic, appointments, and outbound calls efficiently
• Drives the client experience and service quality
• Manages cash handling 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

Bachelor's Degree or business-relevant Associate’s Degree

High School Diploma / GED

Job description

Bank of America in Charleston, SC, is seeking a customer service associate to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. You will connect clients to solutions that meet their financial goals.

Role requires strong communication, relationship building, and a client-focused mindset; ability to work weekends/extended hours; collaboration with lending and investments teams; in-office culture with opportunities for growth.