Client Solutions Advisor - Banking & Lending

Bank of America; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is hiring a client-focused banking professional to provide specialized service and guidance across borrowing and banking offerings. The role centers on acquiring new relationships and deepening existing ones by presenting customized solutions to help clients meet financial goals.

You will balance sales performance with operational risk while delivering excellent client care and coordinating with internal partners to ensure a seamless client experience.

Qualifications

• Requires B2B sales and/or small business banking experience.
• Strong communication and customer service skills with end-to-end client experience.
• Proven sales track record and ability to build partnerships.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with new and existing clients by leveraging bank capabilities.
• Analyzes client financial needs and applies banking knowledge to recommend services.
• Connects with clients through outreach and pipeline management activities with follow-up.
• Decides on client requests and referrals to internal partners based on client needs.
• Partners with leaders to provide guidance and coaching to associates during meetings.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

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 hiring a client-focused banking professional to provide specialized service and guidance across borrowing and banking offerings. The role centers on acquiring new relationships and deepening existing ones by presenting customized solutions to help clients meet financial goals.

You will balance sales performance with operational risk while delivering excellent client care and coordinating with internal partners to ensure a seamless client experience.