Phone Banking: Client Solutions Advisor

Dr. Mylissa's Medical Boutique; Chandler (AZ); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America in Chandler, AZ seeks a client-focused professional to connect clients with a range of financial solutions. You will balance service requests with sales opportunities and leverage product knowledge to meet client goals.

The role emphasizes advisory skills, compliance with regulations, and strong communication. This position requires in-office presence with occasional flexibility by role, and involves working some weekends and holidays.

Qualifications

• Displays passion and drive to deliver an excellent client experience.
• Willing to work weekends and holidays as required.
• Engages clients, explains options in plain language, builds rapport.
• Comfortable with ongoing feedback and coaching.
• Able to learn new technology and processes quickly.
• Minimum intermediate computer proficiency.

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending products.
• Responds to inquiries and creates customized solutions.
• Sells and fulfills banking products, including checking/savings, CDs, IRAs, and loans.
• Identifies needs for licensed sales and refers to partners.
• Quotes rates, terms, and programs for banking solutions.
• Manages risk in transactions using available tools.

Skills

Client Solutions Advisory

Attention to Detail

Customer Focus

Regulatory Awareness

Adaptability

Relationship Building

Active Listening

Problem Solving

Sales Skills

Team Collaboration

Job description

Bank of America in Chandler, AZ seeks a client-focused professional to connect clients with a range of financial solutions. You will balance service requests with sales opportunities and leverage product knowledge to meet client goals.

The role emphasizes advisory skills, compliance with regulations, and strong communication. This position requires in-office presence with occasional flexibility by role, and involves working some weekends and holidays.