Client Solutions Advisor - Banking Growth

ghr; San Mateo; On-site; PHP 3,390,000 - 4,504,000; Full time

Benefits offered by this job

Benefits eligible

Incentives plan

Job summary

Bank of America is seeking a client-focused Financial Center Associate to provide specialized, personalized service across borrowing and banking offerings. You will build and deepen client relationships by meeting with clients and presenting tailored solutions to help achieve financial goals.

The role balances sales, risk, and client care, with training at a financial center and potential placement at other locations within commuting distance.

Qualifications

• High School Diploma or equivalent is required.
• FDIC Safe Act; Loan Originators restrictions apply to hiring.
• Shift: 1st shift (United States of America)

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs.
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend services.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates during meetings for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Excel

Job description

Bank of America is seeking a client-focused Financial Center Associate to provide specialized, personalized service across borrowing and banking offerings. You will build and deepen client relationships by meeting with clients and presenting tailored solutions to help achieve financial goals.

The role balances sales, risk, and client care, with training at a financial center and potential placement at other locations within commuting distance.