Client Solutions Banker

Colorado Psychiatric; Boulder (CO); Hybrid; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will build relationships and connect clients to solutions that support their financial goals.

The role requires strong communication, problem-solving, and a willingness to work weekends or extended hours across various branches. Benefits are provided, and a diverse, inclusive culture is emphasized.

Qualifications

• Strong work ethic and results-focused mindset
• Ability to build and nurture relationships with clients
• Clear and confident communication with clients
• Ability to learn and adapt to new information and technology platforms
• Educate clients on self-service banking options (ATM/online/mobile)
• Follow processes and guidelines to comply with laws and regulations

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 knowledge 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 in Business/Finance/Related Field

High School Diploma / GED

Job description

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will build relationships and connect clients to solutions that support their financial goals.

The role requires strong communication, problem-solving, and a willingness to work weekends or extended hours across various branches. Benefits are provided, and a diverse, inclusive culture is emphasized.