Client Experience & Solutions Advisor

Bank of America; Glendale (AZ); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in Glendale, AZ seeks a client-focused associate to engage customers in-branch, educate on self-service tools, and process cash transactions accurately. You will build relationships, learn financial solutions, and guide clients to meet their goals while delivering a premium client experience.

The role requires strong communication, problem-solving, and time management, with weekend/extended hours as needed within a flexible in-office model.

Qualifications

• Bachelor's degree or business-relevant associate degree required or preferred.
• Experience in financial services and knowledge of products and solutions desirable.
• Sales experience in a salary plus incentive environment with individual goals is a plus.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service and traditional channels.
• Process cash transactions accurately and efficiently while maintaining compliance.
• Develop in-depth knowledge of clients' financial goals and connect them to suitable solutions.
• Build relationships, manage center traffic, appointments, and outbound calls.
• Ensure strong client experience and adhere to laws and internal guidelines.

Skills

Customer Focus

Relationship Building

Sales Experience

Communication Skills

Problem Solving

Time Management

Education

Bachelor's Degree or relevant Associate’s Degree (business/finance)

Job description

Bank of America in Glendale, AZ seeks a client-focused associate to engage customers in-branch, educate on self-service tools, and process cash transactions accurately. You will build relationships, learn financial solutions, and guide clients to meet their goals while delivering a premium client experience.

The role requires strong communication, problem-solving, and time management, with weekend/extended hours as needed within a flexible in-office model.