Senior Client Banking Advisor

Bank Of America; Colorado; On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Incentive opportunities

Paid time off

Job summary

Bank of America is seeking a Customer Service/Relationship Associate to greet clients, uncover personal and small business banking needs, and guide them to appropriate solutions. You will support self-service transactions and maintain compliant, accurate records while building trust with clients.

The role emphasizes outbound client outreach, effective communication, and teamwork to deliver exceptional service and drive branch growth.

Qualifications

• Minimum education: High School Diploma or GED.
• Experience in a relationship-oriented, client-centric sales environment preferred.
• Knowledge of banking products and services beneficial.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs and connect clients to specialists.
• Assist, educate, and train clients on simple self-service transactions.
• Leverage resources and processes to optimize the client experience and ensure accuracy.

Skills

Active Listening

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 / GED

Associate's or Bachelor's Degree in business/finance

Job description

Bank of America is seeking a Customer Service/Relationship Associate to greet clients, uncover personal and small business banking needs, and guide them to appropriate solutions. You will support self-service transactions and maintain compliant, accurate records while building trust with clients.

The role emphasizes outbound client outreach, effective communication, and teamwork to deliver exceptional service and drive branch growth.