Financial Solutions Advisor – Client Banking

NBMBAA; Northern (KY); Hybrid; USD 36,000 - 47,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Paid time off

Job summary

Bank of America is hiring a client-centric role focused on delivering personalized financial guidance and a full spectrum of borrowing and banking solutions to financial center clients. The position emphasizes balancing sales performance with risk management and exceptional client care across the client life plan.

The role involves meeting with clients, presenting customized solutions, and collaborating with internal partners to ensure thorough service and outcomes aligned with client goals.

Qualifications

• Experience with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs.
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend services that best fit the client’s priorities.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs.
• Makes decisions on client requests and refers to appropriate internal partners based on client needs.
• Partners with financial center leaders to provide guidance and coaching to associates during meetings to assist with client experience.

Job description

Bank of America is hiring a client-centric role focused on delivering personalized financial guidance and a full spectrum of borrowing and banking solutions to financial center clients. The position emphasizes balancing sales performance with risk management and exceptional client care across the client life plan.

The role involves meeting with clients, presenting customized solutions, and collaborating with internal partners to ensure thorough service and outcomes aligned with client goals.