Client Solutions Advisor - Banking & Loans

Bank of America; Lewisville (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Center Client Advisor to provide specialized, personalized service across borrowing and banking offerings at each life stage. You will acquire new clients and deepen relationships by presenting tailored solutions aligned with financial goals.

The role emphasizes balancing sales performance, operational risk, and client care, using specialized expertise. The position may require training at one financial center before placement within commuting distance.

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills with ability to influence clients.
• Proven sales track record and client end-to-end experience management.
• Bilingual skills are a plus.

Responsibilities

• Recommends financial guidance aligned with client goals and needs.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs and recommends banking/borrowing solutions.
• Connects with clients through outreach and pipeline management activities with regular follow-up.
• Partner with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Branding

Credit Documentation

Credit & 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 seeking a Financial Center Client Advisor to provide specialized, personalized service across borrowing and banking offerings at each life stage. You will acquire new clients and deepen relationships by presenting tailored solutions aligned with financial goals.

The role emphasizes balancing sales performance, operational risk, and client care, using specialized expertise. The position may require training at one financial center before placement within commuting distance.