Financial Solutions Advisor — Client Banking

Bank of America; Balch Springs (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized service and guidance to clients through borrowing and banking offerings at each life stage. You will acquire new relationships and deepen existing client connections by meeting with clients and presenting customized solutions to help them achieve financial goals.

This role balances sales, operational risk, and client relationship care by leveraging specialized expertise.

Qualifications

• Required experience in business-to-business sales or small business banking.
• Strong communication skills to influence clients effectively.
• Customer service skills to manage end-to-end client experience.
• Proven sales track record and ability to build partnerships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial guidance aligning with client goals and needs.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs to match borrowing and banking services.
• Outreach, pipeline management, and follow-up to meet client needs.
• 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

Pipeline Management

Relationship Building

Referral Management

Credit and Risk Assessment

Prospecting

Client Experience Branding

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Center Advisor to provide specialized service and guidance to clients through borrowing and banking offerings at each life stage. You will acquire new relationships and deepen existing client connections by meeting with clients and presenting customized solutions to help them achieve financial goals.

This role balances sales, operational risk, and client relationship care by leveraging specialized expertise.