Business Banking Solutions Advisor

Bank of America; San Antonio (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America is seeking a client solutions advisor to serve financial center clients with a full range of borrowing and banking offerings. You will acquire new relationships and deepen existing ones by presenting customized solutions to help clients achieve their financial goals.

The role requires balancing sales performance, operational risk, and client care, while collaborating with center leaders to deliver an exceptional client experience.

Qualifications

• Proven experience in B2B sales and/or small business banking.
• Strong communication and client relationship skills.
• Ability to balance sales, risk and service in client engagements.
• Outbound phone sales experience.

Responsibilities

• Recommend financial advice aligned with client goals.
• Build and deepen client relationships using bank capabilities.
• Analyze client needs and suggest banking products.
• Reach out to clients and manage pipelines with follow-up.
• Make decisions on client requests and refer to internal partners.
• Partner with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client 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

Job description

Bank of America is seeking a client solutions advisor to serve financial center clients with a full range of borrowing and banking offerings. You will acquire new relationships and deepen existing ones by presenting customized solutions to help clients achieve their financial goals.

The role requires balancing sales performance, operational risk, and client care, while collaborating with center leaders to deliver an exceptional client experience.