Client Relationship Advisor - Banking & Solutions

Bank of America; Colorado Springs (CO); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer-obsessed team member to engage clients in the lobby, educate on mobile/online banking and ATMs, and process cash transactions accurately. You will build relationships by understanding clients' financial goals and connecting them with the right solutions.

The role requires adherence to laws, strong time management, and weekend/evening availability as needed. The position emphasizes operational excellence, client experience, and collaboration with specialists

Qualifications

• Minimum education required is high school diploma or GED.
• Experience in customer service and financial services is beneficial.
• Ability to learn and adapt to banking platforms and processes.

Responsibilities

• Engage clients in the lobby and educate on self-service options.
• Process cash transactions accurately and efficiently.
• Grow client relationships by understanding financial needs and connecting solutions.
• Follow laws and bank policies in daily activities.
• Manage center traffic, appointments, and outbound calls.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Cross-Selling

Education

High School Diploma / GED

Job description

Bank of America is seeking a customer-obsessed team member to engage clients in the lobby, educate on mobile/online banking and ATMs, and process cash transactions accurately. You will build relationships by understanding clients' financial goals and connecting them with the right solutions.

The role requires adherence to laws, strong time management, and weekend/evening availability as needed. The position emphasizes operational excellence, client experience, and collaboration with specialists