Financial Solutions Advisor for Small Business and Clients

Tech Sales Jobs; Carrollton (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Carrollton is seeking a Business Solutions Advisor for the Dallas North Market. The role focuses on delivering personalized borrowing and banking guidance to clients, balancing sales and risk while deepening client relationships.

On-site involvement is expected in this full-time position. Responsibilities include advising clients, managing pipelines, and collaborating with center leaders to coach staff and ensure an exceptional client experience across the life cycle of

Qualifications

• High school diploma or GED required.
• Experience in B2B sales or small business banking preferred.
• Strong communication and sales skills.

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 Management

Relationship Building

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Carrollton is seeking a Business Solutions Advisor for the Dallas North Market. The role focuses on delivering personalized borrowing and banking guidance to clients, balancing sales and risk while deepening client relationships.

On-site involvement is expected in this full-time position. Responsibilities include advising clients, managing pipelines, and collaborating with center leaders to coach staff and ensure an exceptional client experience across the life cycle of