Client Relationship Banker: Growth & Advisory

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

Job summary

Bank of America is hiring to engage clients in the lobby, educating them on self-service options and guiding them through transactions. You will process cash transactions accurately, while building deep conversations about clients' financial goals and connecting them to solutions.

Responsibilities include risk-aware operations, client relationship building, and adhering to laws and regulations. Strong communication, problem solving, and flexibility to work weekends are essential.

Qualifications

• Required Qualifications describe an enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Passion and drive to improve clients' financial lives and experience.
• Ability to identify client solutions based on needs.
• Clear communication and confidence engaging all clients.
• Ability to learn and adapt to new information and technology.
• Ability to educate clients on self-service banking (ATM/online/mobile).
• Strong problem solving to meet client needs within policies and regulations.
• Efficient time and capacity management.
• Willingness to work weekends and/or extended hours at multiple centers.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes to do what is right for clients and the bank within laws/regulations.
• 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 satisfaction.
• 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 hiring to engage clients in the lobby, educating them on self-service options and guiding them through transactions. You will process cash transactions accurately, while building deep conversations about clients' financial goals and connecting them to solutions.

Responsibilities include risk-aware operations, client relationship building, and adhering to laws and regulations. Strong communication, problem solving, and flexibility to work weekends are essential.