Credit Solutions Advisor - Southtown

Bank of America; Rochester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national financial institution is seeking a Credit Solutions Advisor in Rochester, NY. This role involves providing personalized financial advice, guiding clients through banking options, and building strong relationships to achieve their financial goals. The ideal candidate will have mortgage origination experience, excellent communication skills, and a customer-focused mindset. Competitive hourly pay with benefits offered.

Benefits

Paid time off

Resources for employee growth

Industry-leading benefits

Qualifications

• At least 2 years of mortgage origination experience or relevant roles.
• Knowledge of credit and home lending requirements.
• Excellent listening and communication skills.
• Strong customer service skills.
• Flexibility to work weekends and extended hours.
• Team-oriented and collaborative mindset.

Responsibilities

• Recommends financial advice aligned with clients' goals.
• Builds and deepens client relationships.
• Analyzes financial needs and suggests suitable banking solutions.
• Engages clients through outreach and follow-up.
• Partners with leadership to coach and guide team members.

Skills

Client Management

Advisory Skills

Customer Focus

Referral and Risk Management

Client Experience Branding

Documentation and Credit Assessment

Pipeline and Referral Management

Attention to Detail

Collaboration

Issue Resolution

Relationship Building

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Job Title: Credit Solutions Advisor - Southtown, Rochester

Client:

Bank of America

Location:

Rochester, NY

Job Category:

Other

EU work permit required:

Yes

Job Reference:

e1d8ea582e9a

Job Views:

10

Posted:

12.08.2025

Expiry Date:

26.09.2025

Job Description:

Description: This position involves providing personalized financial advice, guiding clients through borrowing and banking options, and building strong client relationships to help achieve their financial goals. The role requires balancing sales, risk management, and client care, and involves compliance with SAFE Act registration requirements.

Responsibilities:

1. Recommends financial advice aligned with clients' goals
2. Builds and deepens client relationships
3. Analyzes financial needs and suggests suitable banking and lending solutions
4. Engages clients through outreach and follow-up
5. Decides on client requests and refers to internal partners
6. Partners with leadership to coach and guide team members

Required Qualifications:

1. At least 2 years of mortgage origination experience or relevant roles at Bank of America
2. Knowledge of credit and home lending requirements
3. Excellent listening and communication skills
4. Critical thinking and financial data analysis skills
5. Strong customer service skills
6. Effective written and verbal communication
7. Flexibility to work weekends and extended hours
8. Team-oriented and collaborative mindset
9. Ability to learn new technology
10. Adherence to professional ethics and regulatory policies

Desired Qualifications:

• Experience exceeding goals in financial centers
• Knowledge of complex financial data and products
• Understanding of banking products and regulations
• Strong time management skills
• Experience with mortgage and loan products
• Proficiency in MS Office and technology use

Skills:

• Client Management
• Advisory Skills
• Customer Focus
• Referral and Risk Management
• Client Experience Branding
• Documentation and Credit Assessment
• Pipeline and Referral Management
• Attention to Detail
• Collaboration
• Issue Resolution
• Relationship Building

Legal and Educational Requirements:

Must comply with FDIC, SAFE Act, and Loan Originator laws. Minimum education: High School Diploma or equivalent.

Shift and Hours:

1st shift, 40 hours/week

Pay and Benefits:

Hourly pay: $24.63 - $29.61, with incentive eligibility. Benefits include industry-leading offerings, paid time off, and resources for employee growth.