Relationship Banking Advisor

Bank of America; Lexington (SC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States seeks a Customer Service Associate to engage clients in the lobby, educate on self-service, and process cash transactions accurately. You’ll connect clients with solutions to meet financial goals while delivering a superior client experience.

You will build relationships, follow procedures, and collaborate with specialists in small business, lending, and investments. This role requires flexibility, weekend/extended hours, and a focus on client care.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Confident in identifying solutions and educating clients on self-service banking.
• Wamiliar with learning new information and technology platforms.
• Willing to work weekends or extended hours as needed, within reasonable distance.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what’s right for clients and the bank, within laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and 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 (e.g., business management, business administration or finance)

Job description

Bank of America in the United States seeks a Customer Service Associate to engage clients in the lobby, educate on self-service, and process cash transactions accurately. You’ll connect clients with solutions to meet financial goals while delivering a superior client experience.

You will build relationships, follow procedures, and collaborate with specialists in small business, lending, and investments. This role requires flexibility, weekend/extended hours, and a focus on client care.