Client-Focused Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 74,500,608 - 99,344,246; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a sales-oriented professional to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales performance with risk and relationship care.

You will deepen relationships with existing clients and leverage the bank’s full capabilities while coordinating with leadership and partners to deliver an exceptional client experience.

Qualifications

• Experience with business-to-business sales or small business banking.
• Strong communication and client-facing skills.
• Proven track record in sales and relationship growth.

Responsibilities

• Recommends financial guidance aligning with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs and suggests banking solutions.
• Outreach and pipeline management with follow-up routines.
• Makes referrals to internal partners based on client needs.
• Coaches associates to deliver exceptional client experiences.

Skills

Client Management

Relationship Building

Communication

Sales Excellence

Pipeline Management

Problem Solving

Outbound Calls

Education

High School Diploma / GED

Job description

Bank of America is seeking a sales-oriented professional to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales performance with risk and relationship care.

You will deepen relationships with existing clients and leverage the bank’s full capabilities while coordinating with leadership and partners to deliver an exceptional client experience.