Client Experience & Relationship Banker

Colorado Psychiatric; Castle Rock (CO); Hybrid; USD 3,444,000 - 3,688,000; Full time

Benefits offered by this job

Benefits

Paid time off

Job summary

Bank of America is hiring for a front-line role focused on engaging clients in the lobby, educating them on self‑service options, and processing transactions with accuracy. The position emphasizes building strong relationships, delivering personalized financial guidance, and connecting clients to banking solutions to meet goals.

The role requires solid communication, rapid learning of new platforms, and the ability to work weekends or extended hours across multiple locations.

Qualifications

• Minimum education as listed; flexible and customer-focused sales mindset.
• Experience in financial services and knowledge of products a plus.
• Ability to learn new information and adapt to technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs and educates on solutions.
• Follows processes and regulations to act in clients' and bank's best interests.
• Drives client experience and grows knowledge through collaboration with banking experts.
• Manages center traffic, appointments, and outbound calls efficiently.
• Grows the network and ensures proper cash handling and service delivery.

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

Bachelor's Degree or business-related Associate's Degree such as business management, business administration or finance

High School Diploma / GED

Job description

Bank of America is hiring for a front-line role focused on engaging clients in the lobby, educating them on self‑service options, and processing transactions with accuracy. The position emphasizes building strong relationships, delivering personalized financial guidance, and connecting clients to banking solutions to meet goals.

The role requires solid communication, rapid learning of new platforms, and the ability to work weekends or extended hours across multiple locations.