Client Banking Concierge & Advisor

Bank of America; Boulder (CO); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

In-office culture

Job summary

Bank of America is seeking a client-focused specialist to engage customers in the lobby, educate on self-service options, and process cash transactions with accuracy and efficiency. You will build relationships to understand financial needs, offer appropriate solutions, and follow established policies to protect clients and the bank.

The role requires strong communication, a sales mindset, and the ability to work collaboratively with teammates while meeting performance goals in a fast-paced

Qualifications

• High School Diploma or GED required.
• Bachelor’s degree or business-relevant Associate’s degree preferred.
• Experience in financial services or sales a plus.

Responsibilities

• Engage clients in lobby and educate on self-service options (mobile/online banking, ATM).
• Process cash transactions accurately and efficiently.
• Build relationships to meet financial needs and connect clients to solutions.
• Maintain knowledge of products and services and adhere to laws and regulations.

Skills

Customer focus

Communication

Problem solving

Sales mindset

Team collaboration

Adaptability

Attention to detail

Education

High School Diploma or GED

Bachelor’s Degree or business-relevant Associate’s Degree

Job description

Bank of America is seeking a client-focused specialist to engage customers in the lobby, educate on self-service options, and process cash transactions with accuracy and efficiency. You will build relationships to understand financial needs, offer appropriate solutions, and follow established policies to protect clients and the bank.

The role requires strong communication, a sales mindset, and the ability to work collaboratively with teammates while meeting performance goals in a fast-paced