Relationship Banker: Trusted Banking Advisor

Bank of America; Greeley (CO); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and process cash transactions. The role focuses on building relationships to meet financial needs and connecting clients with suitable solutions.

You will collaborate with specialists in small business, lending, and investments while managing center flow and outbound calls. Ideal candidates show enthusiasm, strong communication, and a client-first mindset.

Qualifications

• Enthusiastic, self-motivated with strong work ethic and results focus
• Collaborates effectively to build relationships and drive outcomes
• Delivers a customer-centric experience and identifies client solutions
• Confident in explaining self-service banking to clients (ATM, online, mobile)
• Strong problem solving and critical thinking to meet client needs
• Adheres to processes and legal/regulatory requirements
• Willing to work weekends/extended hours at various centers

Responsibilities

• Engage clients in lobby to educate and assist with self-service transactions
• Process cash transactions accurately and efficiently
• Build relationships to meet financial needs and connect clients to solutions
• Manage center traffic, appointments, and outbound calls
• Drive client experience and adhere to risk and compliance standards
• Collaborate with experts in small business, lending, and investments
• Maintain knowledge of bank products and services

Skills

Adaptability

Business Acumen

Customer 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 or GED

Bachelor's Degree or business-relevant Associate’s Degree (e.g., business management, business administration or finance)

Job description

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and process cash transactions. The role focuses on building relationships to meet financial needs and connecting clients with suitable solutions.

You will collaborate with specialists in small business, lending, and investments while managing center flow and outbound calls. Ideal candidates show enthusiasm, strong communication, and a client-first mindset.