Client Engagement Banking Specialist

Jobtailor; Aurora (CO); On-site; USD 42,000 - 56,000; Full time

Job summary

Jobtailor is recruiting for a front-line banking role in Colorado that focuses on guiding clients through in-branch and self-service options. You will conduct transactions with accuracy, build relationships, and uncover client priorities to tailor financial solutions.

The role requires strong communication, willingness to work weekends, and a background in financial services or sales. You will contribute to a compliant, risk-aware client experience in a fast-paced environment.

Qualifications

• Strong client engagement and relationship-building skills to meet financial needs.
• Good cash handling experience and accuracy with transactions.
• Sales experience preferred to drive client outcomes and cross-sell solutions.
• Knowledge of financial services industry and products to educate clients.
• Strong critical thinking and problem-solving abilities.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources and transactions.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand client priorities and financial goals.
• Connect clients to suitable solutions and services to meet their needs.
• Support risk culture and strive for operational excellence in daily duties.

Skills

Client engagement

Cash handling

Sales experience

Financial services knowledge

Critical thinking

Education

Bachelor's degree or business-relevant Associate's degree

Job description

Jobtailor is recruiting for a front-line banking role in Colorado that focuses on guiding clients through in-branch and self-service options. You will conduct transactions with accuracy, build relationships, and uncover client priorities to tailor financial solutions.

The role requires strong communication, willingness to work weekends, and a background in financial services or sales. You will contribute to a compliant, risk-aware client experience in a fast-paced environment.