Senior Personal Banking Advisor - Build Client Relationships

Colorado Psychiatric; Lakewood (CO); Hybrid; USD 36,000 - 44,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Job summary

Bank of America in Lakewood, CO seeks a client-focused representative to serve as the first contact for financial center clients, uncover personal banking needs, and connect them with specialists. You will drive outbound outreach, support self-service and transactions, and deliver proactive follow-up to deepen client relationships.

The role emphasizes accuracy, compliance, and exceptional client care while working a 40-hour week.

Qualifications

• Minimum 1 year sales experience in a relationship-oriented environment.
• Strong work ethic with results focus.
• Excellent written and verbal communication skills.
• Capable of learning new information and adapting to changes.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Educate and train clients on self-service transactions.
• Leverage resources to optimize client experience and accuracy.
• Follow established processes for opening accounts and maintenance.
• Manage client interactions with regulatory compliance in mind.

Skills

Sales experience

Customer service

Communication

Notary commission

Time management

Education

High School Diploma / GED

Tools

Microsoft Office

Job description

Bank of America in Lakewood, CO seeks a client-focused representative to serve as the first contact for financial center clients, uncover personal banking needs, and connect them with specialists. You will drive outbound outreach, support self-service and transactions, and deliver proactive follow-up to deepen client relationships.

The role emphasizes accuracy, compliance, and exceptional client care while working a 40-hour week.