• Bank of America
  • $70,525.00 -185,230.00/year*
  • Charleston, SC
  • Financial Services - Banking/Investment/Finance
  • Full-Time
  • 5038 Mabeline Rd

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Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)
Quote rates, terms and programs for loan customer requests
Respond to customer inquiries and concerns, creating customized solutions
Recognize and refer cross-sell opportunities
Refer opportunities to appropriate specialist
Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth
Ensure the customer s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer s banking, small business, mortgage and investment needs)
During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures
Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy
Proactively manage risk in every business, product and service transaction leveraging available tools

Required skills:
- Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
- Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
- Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth
- Actively use and leverage current technologies to better understand the technology solutions available to improve our customers financial lives
- Ability to learn and understand technology to assist customers with self-service needs
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Associated topics: broker, client, guest, healthcare, insurance agent, life insurance agent, outside sales, sales associate, sales representative, sell

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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