Financial Solutions Advisor: Client Growth & Lending

Bank of America; Balch Springs (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America is hiring for a Financial Center Client Advisor role in the United States. You will provide specialized service and guidance across borrowing and banking offerings, meeting clients to help them reach financial goals while balancing sales performance with risk and service quality.

You will acquire new relationships and deepen existing ones, leveraging bank capabilities to tailor solutions, and coordinating with partners to deliver an exceptional client experience.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Can build productive partnerships and working relationships.
• Is experienced 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 alternative or additional financial services that best align with the client's unique 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 makes referrals to appropriate internal partners based on client needs.
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

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 hiring for a Financial Center Client Advisor role in the United States. You will provide specialized service and guidance across borrowing and banking offerings, meeting clients to help them reach financial goals while balancing sales performance with risk and service quality.

You will acquire new relationships and deepen existing ones, leveraging bank capabilities to tailor solutions, and coordinating with partners to deliver an exceptional client experience.