Senior Banking Advisor: Client Relationships & Growth

Bank of America; Phoenix (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in Phoenix seeks a client-focused associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering suitable solutions. You will connect clients with specialists and support self-service or transactional activities while upholding exceptional service standards.

The role requires strong sales and communication skills, a collaborative mindset, and the ability to adapt to changing circumstances; weekend hours may be

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and processes.
• Comfort engaging all clients in-person and by phone.
• Willingness to obtain a notary commission within a few months.

Responsibilities

• Partners with teams to provide consumer and small business solutions to clients.
• Educates and trains clients on self-service transactions.
• Optimizes client experience using available resources and processes.
• Follows established processes and regulatory requirements in day-to-day activities.
• Manages client interactions and determines best action for the bank and clients.

Skills

Sales experience

Customer service

Communication

Problem solving

Time management

Notary (commissionable)

Weekend availability

Education

Associate's or Bachelor's in business/finance

Job description

Bank of America in Phoenix seeks a client-focused associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering suitable solutions. You will connect clients with specialists and support self-service or transactional activities while upholding exceptional service standards.

The role requires strong sales and communication skills, a collaborative mindset, and the ability to adapt to changing circumstances; weekend hours may be