Client Solutions Advisor: Small Business Banking

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

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

40-hour work week

Job summary

Bank of America is seeking a client-focused banking professional to guide clients through borrowing and banking solutions, building relationships, and presenting tailored recommendations to help achieve financial goals.

Based in Morton Grove and neighboring markets, you will train at a financial center and may transfer to other nearby locations. The role requires strong communication, a proven sales record, and end-to-end client experience management.

Qualifications

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

Responsibilities

• Recommends financial advice and guidance aligning with client goals.
• Builds and deepens relationships leveraging bank capabilities.
• Analyzes client needs to propose suitable financial services.
• Connects with clients via outreach and maintains follow-ups.
• Decides on client requests and refers to internal partners as needed.
• Partner with leaders to coach associates for a strong client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

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 is seeking a client-focused banking professional to guide clients through borrowing and banking solutions, building relationships, and presenting tailored recommendations to help achieve financial goals.

Based in Morton Grove and neighboring markets, you will train at a financial center and may transfer to other nearby locations. The role requires strong communication, a proven sales record, and end-to-end client experience management.