Client Solutions Advisor - Banking & Lending

Bank of America; Marietta (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a client-focused banking advisor to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will work to acquire new relationships and deepen existing ones by presenting customized solutions to help clients reach their financial goals.

The role balances sales performance, operational risk, and client relationship care, leveraging your expertise and the bank's resources.

Qualifications

• Experience in business-to-business sales and/or small business banking is required.
• Strong communication skills with the ability to influence clients.
• Customer service skills to manage the end-to-end client experience and resolve problems.
• Proven sales track record and ability to build productive partnerships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships leveraging the bank's capabilities.
• Analyzes client needs and recommends appropriate financial services.
• Engages clients through outreach and pipeline management with follow-up routines.
• Makes decisions on client requests and referrals to internal partners.
• Provide guidance and coaching to associates during meetings to enhance client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Risk Management

Attention to Detail

Relationship Building

Prospecting

Collaboration

Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused banking advisor to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will work to acquire new relationships and deepen existing ones by presenting customized solutions to help clients reach their financial goals.

The role balances sales performance, operational risk, and client relationship care, leveraging your expertise and the bank's resources.