Senior Client Relationship Advisor

ghr; Phoenix (AZ); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Center Sales Associate in Phoenix to connect with clients, uncover personal and small business banking needs, and offer suitable solutions. You will guide clients through self-service and transactions, while delivering exceptional care and building lasting relationships.

The role emphasizes outbound outreach, proactive follow-up, and collaboration with specialists to deepen client relationships and drive responsible growth in a busy financial center.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Self-starter with strong work ethic and result focus.
• Collaborates effectively to build relationships.
• Delivers a client experience that improves financial lives.
• Confident in identifying solutions based on client needs.
• Strong written and verbal communications skills.
• Effective in engaging all clients in-person and by phone.
• Able to learn and adapt to new information and platforms.
• Applies critical thinking and problem-solving to client needs.
• Educates on and adheres to regulatory requirements.

Responsibilities

• Partner with teams to provide consumer and small business solutions.
• Educate and train clients on self-service transactions.
• Use resources to optimize client experience and accuracy.
• Follow processes and laws in day-to-day activities (opening accounts, maintenance, Digital Assisted Shopping).
• Manage client interactions with compliant actions for bank and clients.

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 or Bachelor's Degree in business, finance or related field

Job description

Bank of America is seeking a Financial Center Sales Associate in Phoenix to connect with clients, uncover personal and small business banking needs, and offer suitable solutions. You will guide clients through self-service and transactions, while delivering exceptional care and building lasting relationships.

The role emphasizes outbound outreach, proactive follow-up, and collaboration with specialists to deepen client relationships and drive responsible growth in a busy financial center.