Coastal Carolinas Relationship Banker - Client Advisor

94-1687665 Bank of America, National Association; Pawleys Island (SC); On-site; USD 23,000 - 29,000; Full time

Job summary

Bank of America is seeking a Client Associate to engage clients in the lobby, educate them on self-service options, and assist with transactions through mobile, online, or ATM channels. The role focuses on building client relationships and guiding customers toward appropriate financial solutions.

You will handle cash, support relationship building, and work with experts across lending, investments, and small business services. Weekend and flexible hours may be required in an in-office setting.

Qualifications

• Enthusiastic, self-starter with a strong work ethic and results focus.
• Ability to build relationships and collaborate effectively.
• Willing to work weekends/extended hours at multiple centers if needed.
• Experience in financial services and knowledge of the industry is preferred.
• 1 year of sales experience in a salary plus incentive environment with individual goals.
• 6 months of cash handling experience.

Responsibilities

• Educate and assist clients with self-service banking options.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to meet clients’ financial needs and connect to solutions.
• Manage center traffic, appointments, and outbound calls to support client experience.
• Adhere to laws and bank policies while delivering high-quality service.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

Bachelor’s or business-relevant Associate’s Degree

Job description

Bank of America is seeking a Client Associate to engage clients in the lobby, educate them on self-service options, and assist with transactions through mobile, online, or ATM channels. The role focuses on building client relationships and guiding customers toward appropriate financial solutions.

You will handle cash, support relationship building, and work with experts across lending, investments, and small business services. Weekend and flexible hours may be required in an in-office setting.