Client Relationship Advisor

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

Job summary

Bank of America in Lone Tree, CO is hiring for a client-focused position in a financial center. The role emphasizes educating clients on self-service channels, handling cash transactions, and building trusted relationships to meet financial goals.

The ideal candidate will be an enthusiastic self-starter with strong communication skills and the ability to adapt to new banking technologies. Weekend and extended hours may be required, with opportunities to grow within the bank.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results-focused approach.
• Able to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking channels (ATM, online/mobile).
• Knowledge of financial services industry desirable.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to act in clients' and bank's best interest, complying with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures quality service.
• 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

Bachelor's or Associate’s Degree in Business (e.g., business management, business administration or finance)

High School Diploma or GED

Job description

Bank of America in Lone Tree, CO is hiring for a client-focused position in a financial center. The role emphasizes educating clients on self-service channels, handling cash transactions, and building trusted relationships to meet financial goals.

The ideal candidate will be an enthusiastic self-starter with strong communication skills and the ability to adapt to new banking technologies. Weekend and extended hours may be required, with opportunities to grow within the bank.