Banking Client Relationship Advisor

Bank of America; Phoenix (AZ); On-site; USD 39,000 - 52,000; Full time

Benefits offered by this job

Flexible benefits

Career development

Competitive benefits package

Job summary

Bank of America in Phoenix, AZ is seeking a Client Associate to engage clients in the lobby, educate them on using self-service resources, and handle cash transactions. You will build relationships, connect clients to appropriate solutions, and support sales and service goals.

The role requires strong communication, a proactive approach, and the ability to work weekends or extended hours at any nearby financial center within a reasonable distance.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to deliver an improved client financial life.
• Confident in identifying client solutions based on needs.
• Effective communicator and comfortable engaging all clients.
• Able to learn new information and technology platforms.
• Able to educate clients on self-service banking (ATM/online/mobile).
• Follows processes and regulatory guidelines.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources.
• Builds relationships with clients to meet financial needs.
• Grows client knowledge by working with experts in banking products.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and revenue growth.
• Manages cash responsibilities.

Skills

Customer focus

Communication

Relationship building

Problem solving

Self-starter

Adaptability

Time management

Sales experience

Education

Bachelor's Degree or business-relevant Associate's Degree

Job description

Bank of America in Phoenix, AZ is seeking a Client Associate to engage clients in the lobby, educate them on using self-service resources, and handle cash transactions. You will build relationships, connect clients to appropriate solutions, and support sales and service goals.

The role requires strong communication, a proactive approach, and the ability to work weekends or extended hours at any nearby financial center within a reasonable distance.