Chat Banker (ACS) Advanced Client Solutions 1st shift

Bank of America; Chandler (AZ); On-site; USD 42,000 - 58,000; Full time

Job summary

Bank of America is seeking a Client Solutions Advisor in our Chandler, AZ office to connect clients with a spectrum of financial solutions, balancing service and sales opportunities. You will deepen relationships by understanding financial goals and offering suitable products.

The role requires strong communication, the ability to handle high-volume client interactions, and flexibility to work weekends/holidays as part of a collaborative team culture.

Qualifications

• Excellent written and verbal communication; ability to handle multiple chat conversations in a fast-paced environment.
• Customer-focused with ability to uncover needs and offer appropriate solutions.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products and solutions.
• Respond to customer inquiries with customized banking solutions.
• Sell and fulfill banking products including checking/savings, CDs, IRAs, loans.
• Identify client needs for licensed sales functions and refer to Line of Business partners.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in each transaction leveraging available tools.

Skills

Attention to Detail

Strong Written Communication

Active Listening

Client Solutions Advisory

Problem Solving

Education

High School Diploma / GED

Job description

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description: This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
• Identifies client needs for licensed sales functions, making referrals to Line of Business partners
• Quotes rates, terms, and programs for banking solutions
• Manages risk in every business, product, and service transaction leveraging available tools

Required Qualifications

• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Comfortable handling multiple simultaneous chat conversations in a fast-paced, high-volume environment.
• Strong written communication skills, including proper grammar, spelling, and professional tone
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
• Comfortable receiving ongoing performance feedback and coaching
• Comfortable with ongoing change and learning new technology/processes
• Minimum of an intermediate level of proficiency with computers
• Self-motivated with excellent organizational skills
• Strong decision-making and problem-solving skills

Desired Qualifications

• Experience in the banking/financial industry
• Experience working in a call center
• Experience in sales
• Strong written communication skills

Skills

• Attention to Detail
• Strong written communication skills
• Client Solutions Advisory
• Customer and Client FocusInterpret Relevant Laws, Rules, and Regulations
• Adaptability
• Client Experience
• Branding
• Customer Service Management
• Issue Management
• Problem Solving
• Active Listening
• Business Development
• Consulting
• Referral Identification
• Research
• Training

Start Date:: 11/2/2026

Shifts: Tuesday - Saturday 10am - 7pm Monday, Tuesday & Wednesday 6am - 5pm & Saturday 9am - 6pm

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency