Client Credit & Banking Solutions Advisor

Bank of America; Kentucky; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a client-focused banking professional to provide tailored financial guidance and deepen client relationships across borrowing and banking offerings. The role balances sales performance with risk and service quality, working to meet clients’ life‑stage needs.

You will engage clients through meetings, present customized solutions, and coordinate with internal partners to deliver an exceptional client experience.

Qualifications

• Experience with business-to-business sales or small business banking.
• Strong communication skills with the ability to influence clients.
• Effective customer service skills with end-to-end client experience and problem resolution.
• Proven sales track record and ability to build productive partnerships.

Responsibilities

• Recommends financial advice and guidance that align with client goals and needs.
• Builds and deepens relationships with new and existing clients leveraging the bank’s full capabilities.
• Analyzes client financial needs and proposes appropriate banking solutions.
• Connects with clients through outreach and pipeline management and conducts follow-ups.
• Makes decisions on client requests and referrals to internal partners as needed.

Skills

Client Management

Client Solutions

Advisory

Customer and Client Focus

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused banking professional to provide tailored financial guidance and deepen client relationships across borrowing and banking offerings. The role balances sales performance with risk and service quality, working to meet clients’ life‑stage needs.

You will engage clients through meetings, present customized solutions, and coordinate with internal partners to deliver an exceptional client experience.