Client Experience Relationship Banker

Bank of America; Castle Rock (CO); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage with customers in the lobby and guide them in using self-service options like mobile, online, and ATM banking. You will handle cash transactions and strive to understand clients' financial priorities to connect them with suitable solutions.

The role emphasizes relationship-building, compliance with regulations, and teamwork across banking experts to support clients.

Qualifications

• Customer-focused self-starter with a strong work ethic.
• Ability to learn and adapt to banking platforms and processes.
• Confident in educating clients on self-service banking options.

Responsibilities

• Engage clients in the lobby and educate on self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Follow established processes and comply with laws and regulations.
• Support outreach with small business, lending, and investments experts as needed.
• Manage center traffic, appointments, and outbound calls.

Skills

Customer service

Sales focus

Self-service tech

Time management

Compliance

Education

High School Diploma or GED

Job description

Bank of America is seeking a client-focused associate to engage with customers in the lobby and guide them in using self-service options like mobile, online, and ATM banking. You will handle cash transactions and strive to understand clients' financial priorities to connect them with suitable solutions.

The role emphasizes relationship-building, compliance with regulations, and teamwork across banking experts to support clients.