Personal Banking Advisor

NBMBAA; Greenville (SC); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a client‑facing associate to engage clients in the lobby, educate on self‑service resources, and process cash transactions with accuracy and care. You will have in‑depth conversations to understand financial goals and connect clients to appropriate solutions.

Responsibilities include relationship building, following established processes, and collaborating with specialists in lending, investments and small business to grow the client footprint.

Qualifications

• Enthusiastic, self‑starter with a strong work ethic and client‑focused mindset.
• Collaborates effectively to build and nurture relationships.
• Able to educate clients on self‑service banking technologies (ATM, online/mobile).
• Strong critical thinking and problem‑solving skills to meet clients' needs.
• Willing to work weekends and extended hours as needed at one of several nearby centers.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, following laws and regulations.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures accurate cash handling.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a client‑facing associate to engage clients in the lobby, educate on self‑service resources, and process cash transactions with accuracy and care. You will have in‑depth conversations to understand financial goals and connect clients to appropriate solutions.

Responsibilities include relationship building, following established processes, and collaborating with specialists in lending, investments and small business to grow the client footprint.