Client Solutions Advisor — Small Business Banking

Bank of America; Richmond (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Center Advisor to provide specialized service and guidance on borrowing and banking offerings. You will acquire new clients and deepen existing relationships through meetings and tailored solutions to help clients reach their financial goals.

The role balances sales performance, operational risk, and client care by leveraging expertise; placement within a financial center location will occur based on business needs and commuting

Qualifications

• Minimum education: High School Diploma or equivalent.
• Experience in business-to-business sales or small business banking is preferred.
• Strong communication and customer service skills with ability to manage end-to-end client experience.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with clients using the bank's full capabilities.
• Analyzes client needs and suggests suitable borrowing and banking services.
• Contacts clients through outreach and pipeline management and follows up to meet needs.
• Makes decisions on client requests and referrals to internal partners as needed.
• Partners with leaders to coach associates and enhance the client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience

Branding

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 a Financial Center Advisor to provide specialized service and guidance on borrowing and banking offerings. You will acquire new clients and deepen existing relationships through meetings and tailored solutions to help clients reach their financial goals.

The role balances sales performance, operational risk, and client care by leveraging expertise; placement within a financial center location will occur based on business needs and commuting