Client Solutions Advisor - Banking & Small Business Growth

Tech Sales Jobs; Morton Grove (IL); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Paid time off

Job summary

Bank of America is hiring a Business Solutions Advisor for the Central Business Chicago Market, located in Morton Grove. This full-time role focuses on delivering personalized financial guidance and building relationships across borrowing and banking offerings.

You will balance sales goals with risk management and client care, supporting clients’ life plans and ensuring a seamless experience for business clients.

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills to influence clients effectively.
• Excellent customer service with end-to-end client experience.

Responsibilities

• Recommend financial guidance aligning with client goals.
• Build and deepen client relationships using bank capabilities.
• Analyze client needs and suggest suitable banking services.
• Engage with clients via outreach and maintain follow-up routines.
• Approve client requests and refer to internal partners as needed.
• Collaborate with leaders to coach associates for an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Credit Documentation

Credit Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Prospecting

Relationship Building

Education

High School Diploma

Job description

Bank of America is hiring a Business Solutions Advisor for the Central Business Chicago Market, located in Morton Grove. This full-time role focuses on delivering personalized financial guidance and building relationships across borrowing and banking offerings.

You will balance sales goals with risk management and client care, supporting clients’ life plans and ensuring a seamless experience for business clients.