Client Banking & Lending Solutions Advisor

Bank of America; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Bank of America in Dallas is seeking an experienced financial center advisor to provide specialized and personalized service, guiding clients through borrowing and banking offerings at every life stage.

The role focuses on acquiring and deepening client relationships, balancing sales performance with risk and client care, and presenting customized solutions to help clients achieve financial goals within a flexible on-site framework.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Proven sales track record and ability to build partnerships.
• Experience with outbound phone sales and client outreach.
• Bilingual skills preferred.

Responsibilities

• Recommends financial guidance aligning with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs and suggests banking solutions.
• Outreach and pipeline management with follow-up routines.
• Decide on client requests and refer to internal partners.
• Partner with leaders to coach associates for an exceptional client experience.

Skills

B2B sales

Outbound phone sales

Strong communication

Customer service

Relationship building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Dallas is seeking an experienced financial center advisor to provide specialized and personalized service, guiding clients through borrowing and banking offerings at every life stage.

The role focuses on acquiring and deepening client relationships, balancing sales performance with risk and client care, and presenting customized solutions to help clients achieve financial goals within a flexible on-site framework.