Client Solutions Advisor - Banking & Lending

Bank of America; Merced (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a banking professional to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will acquire and deepen client relationships, presenting customized solutions to help clients reach their financial goals.

The role emphasizes balancing sales performance with risk and client care, leveraging expertise to deliver an exceptional client experience.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has a proven sales track record.
• Bilingual skills

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of 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 / Secondary School or equivalent

Job description

Bank of America is seeking a banking professional to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will acquire and deepen client relationships, presenting customized solutions to help clients reach their financial goals.

The role emphasizes balancing sales performance with risk and client care, leveraging expertise to deliver an exceptional client experience.