Client Solutions Advisor - Banking & Small Business

National Black MBA Association; Northern (KY); Hybrid; USD 36,000 - 47,000; Full time

Job summary

Bank of America is seeking a client-centric role focused on delivering tailored borrowing and banking guidance to clients. You will engage clients, assess needs, and present solutions to help them reach financial goals.

The role emphasizes balancing sales performance with client care and risk management, requiring strong communication and a proven sales record. In-office environment with standard 40-hour weeks.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Proven sales track record and ability to manage the full client end-to-end experience.

Responsibilities

• Recommends financial advice aligned with client goals and needs.
• Builds and deepens relationships with clients leveraging the bank's full capabilities.
• Analyzes client financial needs to recommend appropriate financial services.
• Connects with clients through outreach and pipeline management activities.
• Partners with leaders to coach associates for an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit 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 client-centric role focused on delivering tailored borrowing and banking guidance to clients. You will engage clients, assess needs, and present solutions to help them reach financial goals.

The role emphasizes balancing sales performance with client care and risk management, requiring strong communication and a proven sales record. In-office environment with standard 40-hour weeks.