Senior Banking Advisor, Personal Solutions

Bank of America; Phoenix (AZ); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America in Phoenix, AZ seeks a client-focused professional to uncover personal and small business banking needs, offer solutions, and connect clients to specialists. You will balance in-person and inbound calls, forge strong relationships, and proactively follow up to deliver tailored banking advice with accuracy.

This role requires strong sales skills, relationship-building, and the ability to manage multiple tasks while adhering to regulatory guidelines.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date.

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
• Responds to customer inquiries and concerns, creating customized solutions.
• Introduces and fulfills banking products (checking & savings accounts, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction leveraging available tools.
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs.
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Associate’s Degree or Bachelor’s Degree in business, finance or a related field

Job description

Bank of America in Phoenix, AZ seeks a client-focused professional to uncover personal and small business banking needs, offer solutions, and connect clients to specialists. You will balance in-person and inbound calls, forge strong relationships, and proactively follow up to deliver tailored banking advice with accuracy.

This role requires strong sales skills, relationship-building, and the ability to manage multiple tasks while adhering to regulatory guidelines.