Client Solutions Advisor – Banking & Financial Growth

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

Job summary

Bank of America in Columbia, SC is seeking a client-focused bank teller to engage customers in the lobby, process transactions, and educate on self-service options. This role drives the client experience and supports branch goals.

You will handle cash, maintain accurate records, and collaborate with teammates to deliver personalized financial solutions while adhering to bank policies and regulatory requirements.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a 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 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

Bachelor's Degree or related Associate’s Degree (e.g., business management, business administration, or finance)

High School Diploma or GED

Job description

Bank of America in Columbia, SC is seeking a client-focused bank teller to engage customers in the lobby, process transactions, and educate on self-service options. This role drives the client experience and supports branch goals.

You will handle cash, maintain accurate records, and collaborate with teammates to deliver personalized financial solutions while adhering to bank policies and regulatory requirements.