Client-Centric Financial Solutions Advisor

NBMBAA; Pasadena (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized and personalized service, guiding clients through borrowing and banking options at each life stage. You will acquire new relationships and deepen existing ones by presenting tailored solutions to help clients meet their financial goals, balancing sales, risk, and client care with expertise.

The position is open market-wide with onsite training.

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

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
• Analyses 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

Skills

B2B sales

Small business banking

Client communication

Sales track record

Outbound sales

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Center Advisor to provide specialized and personalized service, guiding clients through borrowing and banking options at each life stage. You will acquire new relationships and deepen existing ones by presenting tailored solutions to help clients meet their financial goals, balancing sales, risk, and client care with expertise.

The position is open market-wide with onsite training.