Financial Center Client Advisor

Bank of America; Scottsdale (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America in Scottsdale, AZ seeks a client-focused team member to be the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists. Expect outbound calls, follow-ups, and delivering exceptional client care.

You will assist with self-service transactions and help optimize the client experience while adhering to regulatory requirements. Weekend/extended hours may be required.

Qualifications

• Minimum of one year sales experience in a client-centric environment.
• Strong work ethic with a focus on results and client interests.
• Collaborative mindset with ability to build relationships.
• Excellent written and verbal communication skills.
• Notary commission in-state or ability to obtain within months.

Responsibilities

• Partners with teams to provide consumer and small business solutions.
• Educates clients on self-service transactions and tools.
• Leverages resources to optimize client experience and accuracy.
• Follows processes and regulatory requirements for day-to-day tasks.
• Manages client interactions and appropriate course of action.

Skills

Active Listening

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

Associate's or Bachelor's in business/finance

Job description

Bank of America in Scottsdale, AZ seeks a client-focused team member to be the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists. Expect outbound calls, follow-ups, and delivering exceptional client care.

You will assist with self-service transactions and help optimize the client experience while adhering to regulatory requirements. Weekend/extended hours may be required.