Senior Banking Advisor: Personal & Small Biz

Bank of America

Phoenix (AZ)

On-site

USD 42,000 - 66,000

Full time

4 days ago

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Benefits offered by this job

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In-office culture

Job summary

Bank of America in Phoenix is seeking a Financial Center Client Associate to help uncover personal banking needs and connect clients to specialists. You will deepen client relationships through platform services, support self-service transactions, and provide exceptional client care.

The role requires outbound outreach, strong communication skills, and the ability to follow up with clients. Weekend work and a notary commission (or ability to obtain one) are expected, with a commitment to

Qualifications

Minimum of one year demonstrated sales experience in a relationship-oriented environment.
Strong written and verbal communications skills.
Ability to learn and adapt to new information and technology platforms.

Responsibilities

Partners with teams to provide financial center clients with consumer and small business solutions.
Educates and trains clients on conducting simple transactions through self-service technologies.
Leverages resources to optimize client experience and deliver operational excellence and accuracy.
Adheres to processes, laws, and guidelines in day-to-day activities such as opening accounts and digital shopping.
Manages client interactions by taking the best course of action for the bank and its clients.