Financial Solutions Advisor

Tech Sales Jobs; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in Dallas seeks a Business Solutions Advisor to provide specialized, personalized banking guidance to clients across borrowing and banking offerings. You will meet with clients to understand goals and present tailored solutions, balancing sales, risk, and client care to deliver an exceptional experience.

The role is onsite at a financial center with training provided; placement may vary within reasonable commuting distance.

Qualifications

• Experience in B2B sales or small business banking.
• Strong communication skills with ability to influence clients.
• Customer service skills to manage end-to-end client experience.
• Proven sales track record with relationship-building.

Responsibilities

• Recommends financial advice and guidance aligning with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyses client needs and recommends banking services accordingly.
• Engages clients through outreach and pipeline management with follow-up.
• Makes decisions on client requests and referrals to internal partners.
• Coaches associates to deliver an exceptional client experience.

Skills

Client Management

Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Credit Documentation

Credit Risk

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 Dallas seeks a Business Solutions Advisor to provide specialized, personalized banking guidance to clients across borrowing and banking offerings. You will meet with clients to understand goals and present tailored solutions, balancing sales, risk, and client care to deliver an exceptional experience.

The role is onsite at a financial center with training provided; placement may vary within reasonable commuting distance.