Client Solutions Advisor, Banking & Lending

National Black MBA Association; Phoenix (AZ); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America is hiring a Financial Center Advisor to provide specialized service and guidance to clients across borrowing and banking options. You will deepen client relationships by presenting tailored solutions, balancing sales, risk, and client care while delivering exceptional service.

Training at a financial center will precede potential relocation within a reasonable commuting distance. The role emphasizes outreach, pipeline management, and collaboration with center leadership to drive

Qualifications

• High school diploma or GED required.
• Experience in business-to-business sales and/or small business banking preferred.
• Strong communication and client-relations skills needed.

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 services.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Makes decisions 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 Focus

Referral Management

Risk Management

Pipeline Management

Attention to Detail

Collaboration

Relationship Building

Prospecting

Education

High School Diploma / GED

Tools

Credit Documentation

Credit and Risk Assessment

CRM experience

Job description

Bank of America is hiring a Financial Center Advisor to provide specialized service and guidance to clients across borrowing and banking options. You will deepen client relationships by presenting tailored solutions, balancing sales, risk, and client care while delivering exceptional service.

Training at a financial center will precede potential relocation within a reasonable commuting distance. The role emphasizes outreach, pipeline management, and collaboration with center leadership to drive