Senior Client Solutions Advisor – Banking & Finance

NBMBAA; Northern (KY); Hybride; USD 34 000 - 40 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Résumé du poste

Bank of America in Riverside, RI is hiring a client-focused banking associate who connects clients with a broad range of financial solutions. You will balance service requests with sales opportunities while leveraging subject-matter expertise to meet client goals.

The role requires building relationships, answering inquiries, selling and fulfilling banking products, and referring to partners for licensed services. It offers a 40-hour week with a 2nd shift and benefits eligibility.

Qualifications

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
• Comfortable receiving ongoing performance feedback and coaching
• Comfortable with ongoing change and learning new technology/processes
• Minimum of an intermediate level of proficiency with computers
• Self-motivated with excellent organizational skills
• Strong decision-making and problem-solving skills

Responsabilités

• 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
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
• Identifies client needs for licensed sales functions, making referrals to Line of Business partners
• Quotes rates, terms, and programs for banking solutions
• Manages risk in every business, product, and service transaction leveraging available tools

Connaissances

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Interpret Relevant Laws, Rules, andReg

Adaptability

Client Experience Branding

Customer Service Management

Issue Management

Problem Solving

Active Listening

Business Development

Consulting

Referral Identification

Research

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America in Riverside, RI is hiring a client-focused banking associate who connects clients with a broad range of financial solutions. You will balance service requests with sales opportunities while leveraging subject-matter expertise to meet client goals.

The role requires building relationships, answering inquiries, selling and fulfilling banking products, and referring to partners for licensed services. It offers a 40-hour week with a 2nd shift and benefits eligibility.