Client Relationship & Banking Specialist

Bank of America; Fort Collins (CO); On-site; USD 36,000 - 54,000; Full time

Job summary

Bank of America in Fort Collins is seeking a client-focused banking professional to educate customers in lobby services and assist with self-service channels. You will process cash transactions accurately, engage clients to uncover financial priorities, and connect them with the right solutions.

The role emphasizes building relationships, adhering to regulations, and collaborating with specialists in lending and investments; weekend hours may be required as part of a flexible in-office model.

Qualifications

• Customer-focused banking role requiring cash handling and client education on self-service channels.
• Ability to work weekends and extended hours as needed.
• Experience in financial services and knowledge of industry preferred.
• Sales experience in a salary plus incentive environment is a plus.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently as needed.
• Develops deep conversations to understand financial priorities and connect to solutions.
• Builds relationships to meet clients’ financial needs and goals.
• Goes by established processes while complying with laws and regulations.
• Collaborates with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.

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

Associate’s Degree in business management/finance

Job description

Bank of America in Fort Collins is seeking a client-focused banking professional to educate customers in lobby services and assist with self-service channels. You will process cash transactions accurately, engage clients to uncover financial priorities, and connect them with the right solutions.

The role emphasizes building relationships, adhering to regulations, and collaborating with specialists in lending and investments; weekend hours may be required as part of a flexible in-office model.