Financial Solutions Advisor - Client Banking

Bank of America; Tempe (AZ); On-site; USD 34,000 - 52,000; Full time

Job summary

Bank of America in Tempe is seeking a client-focused associate responsible for engaging clients in the lobby and guiding them through self-service options. You will process cash transactions accurately and develop deep conversations to understand financial goals.

The role emphasizes building relationships, following procedures, and collaborating with specialists in lending, investments, and small business. Weekend or extended hours may be required, with in-office responsibilities at multiple

Qualifications

• This role requires an enthusiastic self-starter with a strong work ethic and client-focused mindset.
• Collaborates effectively to build relationships and deliver results for clients.
• Comfortable engaging all clients and educating on self-service banking options.
• Experience with cash handling is preferred.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Grows knowledge by partnering with experts in lending, investments, and small business.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and processes cash transactions.
• Adheres to laws and regulations in daily activities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Tempe is seeking a client-focused associate responsible for engaging clients in the lobby and guiding them through self-service options. You will process cash transactions accurately and develop deep conversations to understand financial goals.

The role emphasizes building relationships, following procedures, and collaborating with specialists in lending, investments, and small business. Weekend or extended hours may be required, with in-office responsibilities at multiple