Client Solutions Advisor - Banking & Small Business Growth

Bank of America; United States; On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking an experienced client advisor to deliver personalized financial guidance across borrowing and banking products, helping clients advance their life plans. The role focuses on acquiring and deepening client relationships, presenting tailored solutions, and balancing sales performance with operational risk to ensure client satisfaction.

You will build and deepen relationships with both new and existing clients, analyze financial needs, and coordinate

Qualifications

• Experience in business-to-business sales or small business banking preferred.
• Strong communication and ability to influence clients.
• Excellent customer service and end-to-end client experience management.
• Proven sales track record and ability to build partnerships.
• Experience with outbound phone sales is a plus.

Responsibilities

• Recommends financial guidance aligning with client goals and needs.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client financial needs and recommends suitable bank services.
• Outreaches to clients and maintains pipeline with regular follow-ups.
• Makes decisions on client requests and routes to internal partners when needed.
• Counsels financial center teams to deliver exceptional client experiences.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

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 in the United States is seeking an experienced client advisor to deliver personalized financial guidance across borrowing and banking products, helping clients advance their life plans. The role focuses on acquiring and deepening client relationships, presenting tailored solutions, and balancing sales performance with operational risk to ensure client satisfaction.

You will build and deepen relationships with both new and existing clients, analyze financial needs, and coordinate