Client Relationship Banker — Growth & Impact

Colorado Psychiatric; Lafayette (CO); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a proactive associate to serve as the initial contact for financial center clients in Lafayette and nearby locations. You will uncover personal banking needs, connect clients with specialists, and support self-service transactions to enhance the client experience.

You will build relationships, adhere to regulatory requirements, and participate in outbound outreach with consistent follow-up. Weekend and extended hours may be required.

Qualifications

• High school diploma or GED required; weekend/extended hours availability.
• Notary commission or ability to obtain one within months as required by location.
• Strong communication and time-management skills.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Deepen client relationships and guide clients to appropriate specialists.
• Educate clients on self-service technologies and conduct transactions.
• Maintain operational excellence and regulatory compliance in daily activities.
• Proactively connect with clients through outbound calls and follow-up routines.

Skills

Active Listening

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 / Secondary School or equivalent

Associate's Degree or Bachelor's Degree in business, finance or related field

Tools

Microsoft Office

Laptop technology

Job description

Bank of America is seeking a proactive associate to serve as the initial contact for financial center clients in Lafayette and nearby locations. You will uncover personal banking needs, connect clients with specialists, and support self-service transactions to enhance the client experience.

You will build relationships, adhere to regulatory requirements, and participate in outbound outreach with consistent follow-up. Weekend and extended hours may be required.