Business Solutions Advisor - Dallas Central Market

ghr

Balch Springs (TX)

On-site

USD 70,000 - 100,000

Full time

9 days ago

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Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized guidance on borrowing and banking offerings, building and deepening client relationships through meetings and tailored solutions. The role balances sales performance with risk management and superior client care, across market locations with eventual on-site assignments.

The position emphasizes leveraging expertise to help clients reach financial goals while ensuring compliance and strong service delivery in a dynamic

Qualifications

Experience in business-to-business sales or small business banking.
Strong communication and influencing skills.
Proven sales track record and outbound prospecting.
Ability to manage end-to-end client experience and problem resolution.
Ability to build productive partnerships.

Responsibilities

Recommends financial advice and guidance that align with client goals.
Builds and deepens relationships with clients using bank capabilities.
Analyzes client financial needs to recommend suitable services.
Connects with clients through outreach and pipeline management activities.
Makes decisions on client requests and refers to internal partners as needed.
Partners with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

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

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

This position is open for the entire market, and the specific Financial Center location will be selected based on business needs. If you are offered a position and commence employment, you will train at one financial center, and then the company may place you at another location within a reasonable commuting distance of your home to the extent permitted by applicable law.

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 alternative or additional financial services that best align with the client's unique priorities
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

Has demonstrated experience and proven success with business-to-business sales and/or small business banking
Has strong communication skills with the ability to effectively influence clients
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
Has a proven sales track record
Can build productive partnerships and working relationships
Is experienced with outbound phone sales

Desired Qualifications: