Financial Solutions Advisor

ghr; Marietta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a role focused on delivering specialized financial guidance across borrowing and banking offerings. You will acquire new client relationships and deepen existing ones by conducting meetings and presenting tailored solutions to help achieve financial goals.

Balance sales performance, operational risk, and client care with subject-matter expertise. Open to market-wide placement; training occurs at a financial center, with potential relocation within reasonable commuting

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication skills with the ability to influence clients.
• Excellent customer service and end-to-end client experience management.
• Proven sales track record and ability to meet goals.
• Experience outbound phone sales and building partnerships.

Responsibilities

• Recommends financial guidance aligned with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs to propose suitable borrowing and banking services.
• Outreaches to clients and maintains follow-up routines to meet needs.
• Makes decisions on client requests and referrals to internal partners.
• Guides associates during meetings to deliver exceptional client experiences.

Skills

Client Management

Relationship Building

Prospecting

Pipeline Management

Credit Documentation

Risk Management

Attention to Detail

Collaboration

Problem Resolution

Communication

Education

High School Diploma / GED

Job description

Bank of America is seeking a role focused on delivering specialized financial guidance across borrowing and banking offerings. You will acquire new client relationships and deepen existing ones by conducting meetings and presenting tailored solutions to help achieve financial goals.

Balance sales performance, operational risk, and client care with subject-matter expertise. Open to market-wide placement; training occurs at a financial center, with potential relocation within reasonable commuting