Banking Relationship Advisor

Colorado Psychiatric; Castle Rock, Northern (CO, KY); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Colorado is seeking a Client Service Associate to educate and assist clients with transactions via self-service resources, while providing accurate cash handling and a strong client experience in a busy financial center.

You will follow established processes, build relationships with clients, and expand knowledge across small business, lending, and investments, including weekend/evening shifts across Colorado locations.

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• Must be able to work weekends and extended hours

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Job description

Bank of America in Colorado is seeking a Client Service Associate to educate and assist clients with transactions via self-service resources, while providing accurate cash handling and a strong client experience in a busy financial center.

You will follow established processes, build relationships with clients, and expand knowledge across small business, lending, and investments, including weekend/evening shifts across Colorado locations.