Relationship Banker — Elevate Clients’ Finances

Bank of America; Columbia (SC); On-site; USD 28,000 - 45,000; Full time

Job summary

Bank of America in Columbia, SC seeks a Customer Service Associate to engage clients in the lobby, educate on self-service transactions, and accurately process cash. You will deepen client relationships and connect customers to solutions meeting their financial goals.

The role requires a friendly, proactive mindset, weekend/extended hours flexibility, and the ability to operate in an in-office environment with a focus on exceptional service and compliance.

Qualifications

• Self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Identifies solutions for new and existing clients.
• Effective communicator, comfortable engaging all clients.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving.
• Follows processes and adheres to laws and regulations.
• Efficient time and capacity management.
• Focus on results in client's best interest.
• Weekend/extended hours availability.

Responsibilities

• Executes bank's risk culture and drives operational excellence.
• Builds relationships to meet financial needs.
• Adheres to processes and regulatory guidelines.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• 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 such as business management, business administration or finance

Job description

Bank of America in Columbia, SC seeks a Customer Service Associate to engage clients in the lobby, educate on self-service transactions, and accurately process cash. You will deepen client relationships and connect customers to solutions meeting their financial goals.

The role requires a friendly, proactive mindset, weekend/extended hours flexibility, and the ability to operate in an in-office environment with a focus on exceptional service and compliance.