Senior Banking Advisor – Personal & Small Business Solutions

Bank of America; Scottsdale (AZ); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Bank of America is seeking an energetic Personal Banking professional to uncover personal and small business banking needs, propose suitable solutions, and connect clients with specialists. You will balance service requests with transactions and proactively follow up with clients to deliver tailored financial guidance.

The role emphasizes relationship-building, product knowledge, and compliance as you navigate complex client inquiries and leverage self-service options to enhance the client

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills; able to engage all clients in person or by phone.

Responsabilités

• Build and deepen client relationships by uncovering financial needs and recommending products and solutions.
• Respond to customer inquiries with customized banking solutions.
• Explain and cross-sell banking products (checking, savings, credit cards, loans) and refer to partners as needed.

Connaissances

Sales experience

Client relationship

Strong communications

Time management

Notary commission

Formation

Associate’s or Bachelor’s in business/finance

Outils

Microsoft Office

Description du poste

Bank of America is seeking an energetic Personal Banking professional to uncover personal and small business banking needs, propose suitable solutions, and connect clients with specialists. You will balance service requests with transactions and proactively follow up with clients to deliver tailored financial guidance.

The role emphasizes relationship-building, product knowledge, and compliance as you navigate complex client inquiries and leverage self-service options to enhance the client