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Client associate • gilbert az

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Telephone Banker - Advanced Client Solutions Associate - Chandler, AZ

Bank of AmericaChandler
[job_card.full_time]

This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals.Key resp...[internal_linking.show_more]

Client Growth Manager

DistroChandler, Arizona, United States, 85224
[job_card.full_time]

Job Summary The Strategic Partnerships team builds long-term, mutually beneficial partnerships that create value for customers (HROs, SMBs, and WSEs) and revenue for partners and PrismHR.The Client...[internal_linking.show_more]

Client Accounting Services Department Lead

MBE CPAsChandler, AZ, USA
[job_card.full_time]
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The Client Accounting Services Department Lead is a senior leadership role responsible for.This position plays a critical role in evolving the firm from traditional bookkeeping services into a.This...[internal_linking.show_more]

Client Executive

Digital Insurance LLCArizona,Remote
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[job_card.full_time]

Most of our clients have built their companies from the ground up.We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected.We are their ...[internal_linking.show_more]

Client Engagement Specialist

AVID Esq. Group LLCGilbert, AZ, US
[job_card.full_time]

Are you a relationship-builder at heart with a background in .Do you love guiding people toward solutions that change their lives for the better? Are you ready to apply those skills in a .You’ll be...[internal_linking.show_more]

Group Client Partner - Healthcare

METASOFT SOLUTIONS LLC (Formerly - MST Solutions)Chandler, AZ, US
[job_card.permanent]

Mastek - Salesforce Business Unit (Mastek SBU) is in search of a Group Account Partner based in the greater Phoenix area to foster and expand our Healthcare Payer client base.This position combines...[internal_linking.show_more]

Receptionist - Client Service Specialist

CityVetChandler, AZ, US
[job_card.full_time]

At CityVet, we believe healthy pets start with happy people.It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vit...[internal_linking.show_more]

Packaging Associate

PrideStaffChandler, ARIZONA, US
[job_card.temporary]
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This is a clean, air conditioned facility.This is a high demand industry.They train on multiple areas/equipment.Mil-spec packaging for aerospace and defense.RF Scanner experience required.Attention...[internal_linking.show_more]

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Client Success Manager

AO Globe LifeGilbert, AZ, US
[job_card.full_time]
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What You’ll Do Connect with individuals who have requested information about benefit programs Schedule and conduct virtual consultations with clients via Zoom Explain available benefit options clea...[internal_linking.show_more]

Client Service Associate

Bank of AmericaChandler
[job_card.full_time]

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need.CSAs will report into the Market CRM, though day-to-day will ...[internal_linking.show_more]

Client Accounting Specialist

MAP SSGChandler, AZ, United States
[job_card.full_time]

Seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners' portfolio of clients which are performed in accordance with departmental ...[internal_linking.show_more]

Client Service Coordinator

Banfield Pet HospitalMesa, AZ, US
[job_card.full_time]

SUMMARY OF JOB PURPOSE AND FUNCTION.This position will require working weekends**.The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the prod...[internal_linking.show_more]

Federal Client Executive

Insight Enterprises, Inc.Chandler, AZ, US
[job_card.full_time]

Ideal preference is in the DC market.Competitive compensation for the market consisting of a base plus bonus component with unlimited upside .Fortune’s World's Best Workplaces™ list .Received 35+ i...[internal_linking.show_more]

Client Services Associate (Investment Operations)

JobotGilbert, Arizona, US
[job_card.full_time]

Launch your career at a top-tier family office.Start in investment operations and grow into a client-facing role supporting ultra-high-net-worth client! This Jobot Job is hosted by: Danielle Liguor...[internal_linking.show_more]

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Manager - Client Support

ADPW Rio Salado, Tempe, AZ, US
[job_card.full_time]

Are you ready to grow your career and lead a team at an established, respected, global company?.Are you empathic to client needs, the people you lead, and internal partners to drive success?.Are yo...[internal_linking.show_more]

Client Account Specialist - Remote

Unlock Potential 360Gilbert, AZ, us
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[job_card.full_time]
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We are in a multi-trillion dollar industry because people need our help.This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathw...[internal_linking.show_more]

Remote Client Support Representative - Travel

Cross Borders with AlexChandler, AZ, United States
[filters.remote]
[job_card.full_time]
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We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p...[internal_linking.show_more]

Client Services Coordinator

Bonding Solutions, LLCMesa, AZ, US
[job_card.full_time]

Commercial Account Manager (Surety Bonds – Training Provided).Bonding Solutions is a national surety bond agency based in Mesa, Arizona.We help contractors and businesses across the country with al...[internal_linking.show_more]

Remote Client Support Representative - Travel

Lees Dream VacationsGilbert, AZ, USA
[filters.remote]
[job_card.full_time]
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We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p...[internal_linking.show_more]

Telephone Banker - Advanced Client Solutions Associate - Chandler, AZ

Telephone Banker - Advanced Client Solutions Associate - Chandler, AZ

Bank of AmericaChandler
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  • [job_card.full_time]
[job_card.job_description]

Description

:
This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals. Key responsibilities include addressing card servicing and sales opportunities, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. Job expectations include building, deepening and retaining relationships, managing risk and creating a positive client experience.

Responsibilities:

  • Works with clients to uncover needs for credit and short term lending while asking questions to uncover additional 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 credit cards, lending needs, checking and savings accounts.
  • Identifies client needs for licensed sales functions, making referrals to Line of Business partners
  • Manages risk in every business, product, and service transaction leveraging available tools
  • Creates positive client experience through active listening and addressing questions and concerns

Required 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

Desired Qualifications:

  • Ability to support and provide card solutions
  • Experience in the banking/financial industry
  • Experience working in a call center
  • Experience in telephone sales

Skills:

  • Attention to Detail
  • Client Experience Branding
  • Customer and Client Focus
  • Interpret Relevant Laws, Rules, and Regulations
  • Adaptability
  • Client Solutions Advisory
  • Issue Management
  • Problem Solving
  • Active Listening
  • Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40