Client Solutions Banker & Relationship Builder

Bank of America; West Columbia (SC); On-site; USD 38,000 - 54,000; Full time

Job summary

Bank of America in the United States is seeking a customer-focused role in a traditional financial center setting. You will engage clients in person, educate on self-service options, process cash transactions, and uncover financial needs to connect clients with suitable solutions.

The role emphasizes operating within risk and regulatory guidelines while delivering a strong client experience and supporting community financial goals.

Qualifications

• Strong work ethic with a results-driven mindset.
• Excellent communication and interpersonal skills.
• Ability to learn and adapt to new information and technology platforms.

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

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

Job description

Bank of America in the United States is seeking a customer-focused role in a traditional financial center setting. You will engage clients in person, educate on self-service options, process cash transactions, and uncover financial needs to connect clients with suitable solutions.

The role emphasizes operating within risk and regulatory guidelines while delivering a strong client experience and supporting community financial goals.