Client Relationship Banker

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

Job summary

Bank of America is seeking a client-focused team member to engage clients in the lobby, educate them on self-service options, and process cash transactions efficiently. You will develop knowledge of financial products and help connect clients to suitable solutions.

Role emphasizes relationship building, service excellence, and adherence to regulations. Weekend and extended hours may be required; location is within a Colorado financial center.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and drive client outcomes.
• Passionate about delivering an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on needs.
• Communicates effectively and confidently with all clients.
• Able to learn and adapt to new information and technology platforms.
• Confident in educating clients on self-service banking options.
• Applies critical thinking to meet client needs.
• Follows processes and guidelines, compliant with laws and regulations.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client’s best interest.
• Able to work weekends and/or extended hours at different centers.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the 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

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused team member to engage clients in the lobby, educate them on self-service options, and process cash transactions efficiently. You will develop knowledge of financial products and help connect clients to suitable solutions.

Role emphasizes relationship building, service excellence, and adherence to regulations. Weekend and extended hours may be required; location is within a Colorado financial center.