Client-Centric Credit Solutions Advisor

Bank of America; Florida; On-site; USD 40,000 - 70,000; Full time

Job summary

Bank of America is seeking a results-driven professional to provide specialized service and guidance to financial center clients. You will manage client relationships across the borrowing and banking spectrum, meeting client needs and presenting tailored solutions to help achieve financial goals.

The role emphasizes balancing sales, risk, and client care while leveraging the bank's full capabilities. Prior B2B or small business banking experience and strong communication skills are essential.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.
• Bilingual skills are a plus.

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 consistent follow-up routines.
• Makes decisions on client requests and referrals to appropriate internal partners.
• Partners with financial center leaders to provide guidance during meetings and support team delivery.

Skills

Client Management

Client Solutions

Advisory

Customer Focus

Prospecting

Relationship Building

Pipeline Management

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a results-driven professional to provide specialized service and guidance to financial center clients. You will manage client relationships across the borrowing and banking spectrum, meeting client needs and presenting tailored solutions to help achieve financial goals.

The role emphasizes balancing sales, risk, and client care while leveraging the bank's full capabilities. Prior B2B or small business banking experience and strong communication skills are essential.