Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Paid time off

Industry-leading benefits

Job summary

Bank of America in New York City seeks a commercial banking professional to manage client relationships and provide tailored financial solutions. You will balance sales, risk, and service to deliver an exceptional client experience across borrowing and banking offerings.

The role emphasizes building partnerships, meeting sales targets, and supporting both clients and colleagues in a fast-paced financial center environment.

Qualifications

• Experience in B2B sales and/or small business banking.
• Strong communication skills with ability to influence clients.
• Excellent customer service and end-to-end client experience orientation.
• Proven sales track record and ability to meet goals.

Responsibilities

• Recommends financial advice aligned with client goals and needs.
• Builds and deepens client relationships using the bank's capabilities.
• Analyzes client financial needs and suggests suitable services.
• Outreaches to clients and manages pipeline with follow-ups.
• Decides on client requests and refers to internal partners as needed.
• Collaborates with leaders to coach associates and ensure exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Risk Management

Relationship Building

Prospecting

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America in New York City seeks a commercial banking professional to manage client relationships and provide tailored financial solutions. You will balance sales, risk, and service to deliver an exceptional client experience across borrowing and banking offerings.

The role emphasizes building partnerships, meeting sales targets, and supporting both clients and colleagues in a fast-paced financial center environment.