Financial Solutions Advisor for Banking Clients

ghr; Kentucky; On-site; USD 74,501,000 - 99,344,000; Full time

Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized service and personalized guidance across borrowing and banking offerings, helping clients meet life goals. You will acquire new relationships and deepen existing ones through meetings and tailored solutions, balancing sales, risk, and client care with expert support.

The role allows an open market with onsite work; training occurs at a financial center, then placement within a reasonable commuting distance.

Qualifications

• Experience with business-to-business sales or small business banking.
• Strong communication skills with the ability to influence clients.
• Excellent customer service with end-to-end client experience management.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs and suggests financial services that fit priorities.
• Connects with clients through outreach and pipeline management and follows up.
• Decisions on client requests and referrals to internal partners.
• Partners with leaders to coach associates during client meetings for exceptional service.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Risk Management

Client Experience Branding

Credit Documentation

Credit Assessment

Pipeline Management

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Center Advisor to provide specialized service and personalized guidance across borrowing and banking offerings, helping clients meet life goals. You will acquire new relationships and deepen existing ones through meetings and tailored solutions, balancing sales, risk, and client care with expert support.

The role allows an open market with onsite work; training occurs at a financial center, then placement within a reasonable commuting distance.