Financial Solutions Advisor

National Black MBA Association; Glendale Heights, Northern (IL, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Bank of America, in Glendale Heights, IL, seeks a Banking Advisor to provide specialized service and guidance across borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales with operational risk and client care.

Training may occur at a central location with potential relocation within commuting distance as needed. The role emphasizes building relationships, deepening engagements, and applying expertise to meet financial goals while delivering an

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Customer service skills to manage end-to-end client experience and resolve issues.
• Proven sales track record and ability to build partnerships.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs to recommend banking services.
• Connects with clients via outreach and pipeline management with follow-up.
• Decides on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Risk Management

Relationship Building

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America, in Glendale Heights, IL, seeks a Banking Advisor to provide specialized service and guidance across borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales with operational risk and client care.

Training may occur at a central location with potential relocation within commuting distance as needed. The role emphasizes building relationships, deepening engagements, and applying expertise to meet financial goals while delivering an