Personal Banking & Solutions Advisor

Bank of America; Colorado Springs (CO); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Colorado Springs is seeking candidates to educate clients on self‑service banking and to process cash transactions accurately while building lasting client relationships. You will help clients achieve their financial goals by connecting them with the right solutions and services.

This role requires a strong work ethic, weekend availability, and the ability to adapt to new technology. You will collaborate with specialists in lending and investments to deliver value and support

Qualifications

• High School Diploma or GED required; college degree preferred.
• Experience in financial services and sales is a plus.
• Ability to learn and use new banking technology and platforms.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Engage clients in the lobby and educate on self‑service options.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Follow processes and comply with laws and regulations.
• Grow knowledge by partnering with experts in lending and investments.
• Manage center traffic, appointments, and outbound calls.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Communication

Account Management

Client Solutions

Prospecting

Pipeline Management

Education

High School Diploma

Bachelor's Degree or related Associate’s Degree

Job description

Bank of America in Colorado Springs is seeking candidates to educate clients on self‑service banking and to process cash transactions accurately while building lasting client relationships. You will help clients achieve their financial goals by connecting them with the right solutions and services.

This role requires a strong work ethic, weekend availability, and the ability to adapt to new technology. You will collaborate with specialists in lending and investments to deliver value and support