Senior Client Banking Advisor

NBMBAA

Scottsdale (AZ)

On-site

USD 40,000 - 65,000

Full time

3 days ago

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Job summary

Bank of America in Scottsdale, AZ is seeking a client-focused professional to be the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect clients with specialists to deepen relationships.

You will support self-service or transactional activities, assist with opening accounts and maintenance, and ensure accurate, compliant service while delivering exceptional client care. Weekend or extended hours may be required at nearby centers.

Qualifications

Minimum of one year sales experience in a relationship-oriented environment.
Excellent communication and relationship-building skills.
Ability to learn and adapt to new information and banking platforms while adhering to regulatory requirements.

Responsibilities

Serve as the first point of contact for financial center clients and uncover personal banking needs.
Connect clients to specialists and offer appropriate solutions.
Assist clients with self-service transactions and account openings/maintenance.
Maintain accurate records and ensure compliance with laws and guidelines.
Proactively follow up to deepen client relationships and meet service goals.