Client Banking Solutions Advisor

Bank of America; Prescott Valley (AZ); On-site; USD 30,000 - 40,000; Full time

Job summary

Bank of America is looking for a motivated individual to engage clients in the Prescott Valley lobby. You will educate clients on using self-service resources like mobile and online banking while processing transactions as needed.

The ideal candidate must have a strong work ethic, sales experience, and a degree in business or finance. This full-time role offers a chance to build lasting client relationships and ensure excellence in banking operations.

Qualifications

• Enthusiastic, self-starter with strong work ethic and focus on client results.
• Experience in financial services; knowledge of products and solutions.
• Strong critical thinking and problem-solving skills.

Responsibilities

• Engages clients in the lobby for banking education and transaction assistance.
• Builds relationships with clients to meet their financial needs.
• Follows established processes to ensure compliance.

Skills

Adaptability

Business Acumen

Customer and Client 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

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

Job description

Bank of America is looking for a motivated individual to engage clients in the Prescott Valley lobby. You will educate clients on using self-service resources like mobile and online banking while processing transactions as needed.

The ideal candidate must have a strong work ethic, sales experience, and a degree in business or finance. This full-time role offers a chance to build lasting client relationships and ensure excellence in banking operations.