Financial Solutions Advisor - Client Banking & Loans

Bank of America; Carrollton (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bank of America is seeking a role focused on delivering personalized financial guidance to clients, deepening relationships, and balancing sales with risk and operational excellence. The position involves partnering with center leaders to provide tailored solutions that meet client life goals.

The role requires demonstrated sales success, strong communication, and the ability to manage multiple client needs while ensuring compliant, high-quality service.

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication skills with the ability to influence clients.
• Effective customer service skills and end-to-end client experience management.
• Proven sales track record and ability to build partnerships.

Responsibilities

• Recommends financial guidance aligning with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs to suggest appropriate banking services.
• Outreach and pipeline management with consistent follow-up.
• Decisions on client requests and referrals to internal partners.
• Coach and mentor teammates to deliver 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 / Secondary School or equivalent

Job description

Bank of America is seeking a role focused on delivering personalized financial guidance to clients, deepening relationships, and balancing sales with risk and operational excellence. The position involves partnering with center leaders to provide tailored solutions that meet client life goals.

The role requires demonstrated sales success, strong communication, and the ability to manage multiple client needs while ensuring compliant, high-quality service.