Client Relationship Advisor - Banking & Solutions

Bank of America; Broomfield (CO); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a Client Service Representative to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, follow bank procedures, and connect clients with the right solutions while upholding risk controls.

This role requires strong communication, a proactive service mindset, and availability for weekend or extended hours at multiple centers within reasonable distance.

Qualifications

• Must have strong work ethic, results-driven, and customer-first mindset.
• Ability to collaborate and build relationships to meet client needs.
• Excellent communication skills and comfort engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Experience with self-service banking education and guiding clients.

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 do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls; drives 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

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

Job description

Bank of America is seeking a Client Service Representative to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, follow bank procedures, and connect clients with the right solutions while upholding risk controls.

This role requires strong communication, a proactive service mindset, and availability for weekend or extended hours at multiple centers within reasonable distance.