Financial Solutions Advisor — Client Growth & Banking

Bank of America; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Financial Center is seeking a Client Advisor to provide specialized service and guidance across borrowing and banking offerings at each life stage, helping clients set and reach their financial goals. This role offers growth in a data-driven, people-focused culture and the chance to advance within a leading financial institution.

You will acquire new clients and deepen existing relationships by presenting tailored solutions, balancing sales performance with risk management, and

Qualifications

• Experience in B2B sales or small business banking.
• Strong communication and customer service skills.
• Proven sales track record and ability to influence clients.
• Outgoing and capable of outbound calling.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs and suggests appropriate financial services.
• Connects with clients via outreach and pipeline management with follow-up.
• Makes decisions on client requests and referrals to internal partners.
• Partners with leaders and managers to coach associates for client excellence.

Skills

Client Management

Relationship Building

Sales Experience

Communication Skills

Outbound Phone Sales

Banking Knowledge

Education

High School Diploma / GED

Job description

Bank of America Financial Center is seeking a Client Advisor to provide specialized service and guidance across borrowing and banking offerings at each life stage, helping clients set and reach their financial goals. This role offers growth in a data-driven, people-focused culture and the chance to advance within a leading financial institution.

You will acquire new clients and deepen existing relationships by presenting tailored solutions, balancing sales performance with risk management, and