Financial Solutions Advisor - Banking & Client Growth

Bank of America; Olathe (KS); On-site; USD 50,000 - 100,000; Full time

Job summary

Bank of America is hiring for a role that serves financial center clients across borrowing and banking offerings. You will meet with clients, present customized solutions, and balance sales with risk and service to help clients achieve financial goals.

The position emphasizes teamwork, coaching of associates, and delivering an exceptional client experience within a flexible in-office framework. Location: United States market-wide.

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication and client relationship skills.
• Proven sales track record and ability to balance sales with risk and service.

Responsibilities

• Recommends financial guidance aligned with client goals.
• Builds and deepens relationships with clients using bank capabilities.
• Analyzes client needs to offer banking solutions.
• Connects with clients through outreach and pipeline management, following up regularly.
• Decides on client requests and referrals to internal partners.
• Collaborates with leaders to coach associates for exceptional 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

Job description

Bank of America is hiring for a role that serves financial center clients across borrowing and banking offerings. You will meet with clients, present customized solutions, and balance sales with risk and service to help clients achieve financial goals.

The position emphasizes teamwork, coaching of associates, and delivering an exceptional client experience within a flexible in-office framework. Location: United States market-wide.