Chat Banking Advisor: Client Solutions

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

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.