Client-Focused Credit Solutions Advisor

Bank of America; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a client-focused professional to deliver personalized financial guidance to banking clients. The role emphasizes building relationships, understanding client goals, and offering tailored borrowing and banking solutions.

Responsibilities include proactive outreach, referral management, and collaborating with leaders to coach associates for an exceptional client experience. In-office culture with role-specific flexibility supports work-life balance.

Qualifications

• Minimum education as listed: High School Diploma or equivalent.
• Experience in business-to-business sales or small business banking preferred.
• Strong communication and customer service skills with end-to-end client care.

Responsibilities

• Recommends financial advice and guidance aligning with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs and suggests suitable borrowing and banking solutions.
• Engages clients via outreach and pipeline management with regular follow-up.
• Decides on client requests and refers to internal partners as needed.
• Collaborates with leaders to coach associates for a superior client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Credit Documentation

Credit & Risk Assessment

Pipeline Management

Relationship Building

Attention to Detail

Collaboration

Prospecting

Issue Resolution

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused professional to deliver personalized financial guidance to banking clients. The role emphasizes building relationships, understanding client goals, and offering tailored borrowing and banking solutions.

Responsibilities include proactive outreach, referral management, and collaborating with leaders to coach associates for an exceptional client experience. In-office culture with role-specific flexibility supports work-life balance.