Client Experience Banker

Bank of America; Arvada (CO); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Colorado is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will have in-depth conversations to understand financial priorities and connect clients with suitable solutions while maintaining compliance and sales goals.

The role requires strong communication, adaptability, and a customer-first mindset.

Qualifications

• Is enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done, builds strong relationships.
• Passion, commitment and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with all clients.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM, online, mobile).
• Applies strong critical thinking and problem-solving for client needs.
• Follows established processes and guidelines and complies with laws.
• Efficient time and capacity management.
• Focuses on results with clients' best interests in mind.
• Must be able to work weekends/extended hours at various locations.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes/guidelines to do-right for clients and the bank, complying with 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.
• 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 (Desired)

Job description

Bank of America in Colorado is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will have in-depth conversations to understand financial priorities and connect clients with suitable solutions while maintaining compliance and sales goals.

The role requires strong communication, adaptability, and a customer-first mindset.