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Client associate Jobs in Gilbert, AZ

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Client associate • gilbert az

Last updated: 8 hours ago

Telephone Banker - Advanced Client Solutions Associate - Chandler, AZ

Bank of AmericaChandler
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...Show more

Remote Client Support Representative - Travel

Cross Borders with AlexMesa, Arizona, United States
Remote
Full-time
Quick Apply

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...Show more

Client Operations Specialist

Insight Enterprises, Inc.Chandler, AZ, US
Full-time

This is a hybrid opportunity 3 days/week in our Conway, AR office.Fortune’s World's Best Workplaces™ list.Received 35+ industry and partner awards in the past year.M+ total charitable contributions...Show more

Client Engagement Specialist

AVID Esq. Group LLCGilbert, AZ, US
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...Show more

Group Client Partner - Healthcare

METASOFT SOLUTIONS LLC (Formerly - MST Solutions)Chandler, AZ, US
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...Show more

Receptionist - Client Service Specialist

CityVetChandler, AZ, US
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...Show more

Work From Home - Client Benefits Specialist

Global Elite | AOGarciaMesa, AZ, United States
Full-time

If you're putting in full effort but still earning the same paycheck every week that's a problem.This opportunity removes the ceiling.You'll work with clients who have already expressed interest in...Show more

Client Educator

Serenity Mental Health CentersChandler, AZ, US
Full-time
Quick Apply

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs — and...Show more

Client Services Specialist

Bonding Solutions, LLCMesa, AZ, US
Full-time

We are a surety-only bond agency based in Mesa, Arizona.We serve contractors nationwide.We are entrepreneurial, client-focused, and hands-on.We value ownership, accuracy, and professionalism.Manage...Show more

Client Success Manager

AO Globe LifeGilbert, AZ, US
Full-time
Quick Apply

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...Show more

Client Intake Specialist

Neeley LawChandler, AZ, US
Full-time

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of a client intake specialist to take client relations t...Show more

Foxboro DCS - Client Sales Executive

Schneider ElectricChandler, US
Full-time

What will you do? Responsible for selling the organization's products or services to and maintaining relationships with existing named accounts in connection with direct sales to end users.The Clie...Show more

Work From Home - Client Benefits Specialist

Global EliteChandler, AZ, United States
Full-time +1

Remote Financial Protection Consultant Opportunity.Looking for motivated individuals who want more out of their income and career.This is a remote opportunity where you'll work directly with indivi...Show more

Client Service Associate

Bank of AmericaChandler
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 ...Show more

Client Accounting Specialist

MAP SSGChandler, AZ, United States
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 ...Show more

Financial Client Consultant

MPI UnlimitedGilbert, Arizona, United States, 85234
Full-time
Quick Apply

As a Financial Client Consultant, you will play a key role in helping individuals achieve financial security by building trusted client relationships and delivering expert, numbers-driven financial...Show more

 • Promoted • New!

Client Relations Manager

Ageless Mens HealthGilbert, AZ, US
Full-time
Quick Apply

Client Relations Manager – Front Desk + Patient Growth Location:.Gilbert, AZ Job Type: Full-Time, On-Site Pay: $55,000 – $67,000 per year Schedule: Monday–Friday (standard business hours; occasiona...Show more

Client Account Specialist - Remote

Unlock Potential 360Mesa, AZ, us
Remote
Full-time

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...Show more

Remote Client Support Representative - Travel

Lees Dream VacationsGilbert, AZ, USA
Remote
Full-time
Quick Apply

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...Show more

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Telephone Banker - Advanced Client Solutions Associate - Chandler, AZ

Telephone Banker - Advanced Client Solutions Associate - Chandler, AZ

Bank of AmericaChandler
30+ days ago
Job type
  • Full-time
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