Client-Focused Financial Solutions Advisor

Bank of America; Murfreesboro (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Center Client Advisor to provide specialized service and guidance across borrowing and banking offerings, helping clients achieve their financial goals. You’ll acquire new clients and deepen existing relationships by presenting tailored solutions while balancing sales, operational risk, and client care.

The role involves training at a financial center with potential relocation within commuting distance.

Qualifications

• High School Diploma or GED required.
• Experience in business-to-business sales and/or small business banking is preferred.
• Strong communication skills and ability to influence clients.

Responsibilities

• Recommends financial advice and guidance that aligns with client goals and needs.
• Builds and deepens relationships with clients by leveraging the bank's full capabilities.
• Analyzes client financial needs and applies borrowing and banking knowledge to recommend suitable services.
• Connects with clients through outreach and follow-ups to meet needs.
• Makes decisions on client requests and refers to internal partners as needed.
• Coaches financial center associates to deliver an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Center Client Advisor to provide specialized service and guidance across borrowing and banking offerings, helping clients achieve their financial goals. You’ll acquire new clients and deepen existing relationships by presenting tailored solutions while balancing sales, operational risk, and client care.

The role involves training at a financial center with potential relocation within commuting distance.