Client-Focused Banking Advisor

Bank of America; Denver (CO); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in Lakewood, CO is seeking a customer service specialist to serve as the first contact for financial center clients. You will uncover personal banking needs and connect clients with specialists for tailored solutions.

You will assist with self-service transactions, deliver exceptional client care, and proactively follow up to deepen relationships while meeting regulatory requirements. Weekend/hours flexibility is required.

Qualifications

• High School diploma or GED required.
• At least one year sales experience in a client-centric environment.
• Commissioned notary or ability to obtain notary within a few months of start date.

Responsibilities

• Serve as first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Educate clients on self-service options and ensure accurate processing.
• Follow up with clients and maintain strong relationships.

Skills

Sales experience

Customer focus

Notary

Communication skills

Time management

Relationship building

Education

High School Diploma

Tools

Microsoft Office

Job description

Bank of America in Lakewood, CO is seeking a customer service specialist to serve as the first contact for financial center clients. You will uncover personal banking needs and connect clients with specialists for tailored solutions.

You will assist with self-service transactions, deliver exceptional client care, and proactively follow up to deepen relationships while meeting regulatory requirements. Weekend/hours flexibility is required.