Financial Solutions Advisor for SMB Clients

Bank of America; Morton Grove (IL); On-site; USD 74,501,000 - 99,344,000; Full time

Job summary

Bank of America in Morton Grove, IL is seeking a results-driven sales professional to acquire and deepen client relationships supporting small business and commercial clients. You will present customized solutions and navigate client needs.

The role emphasizes balancing sales performance with risk management and delivering an exceptional client experience across the bank’s suite of products. Candidates should have strong communication skills, outbound sales experience, and the ability to build

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Required Qualifications: proven sales experience, strong communication, customer service and ability to manage end-to-end client experience.
• Desired Qualifications: knowledge of small business products, ability to meet/exceed goals, bilingual skills.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships leveraging bank capabilities.
• Analyzes client needs and suggests appropriate financial services.
• Engages clients via outreach and pipeline management with follow-up routines.
• Makes decisions on client requests and referrals to internal partners.
• Partners with leaders to coach associates during meetings for 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 in Morton Grove, IL is seeking a results-driven sales professional to acquire and deepen client relationships supporting small business and commercial clients. You will present customized solutions and navigate client needs.

The role emphasizes balancing sales performance with risk management and delivering an exceptional client experience across the bank’s suite of products. Candidates should have strong communication skills, outbound sales experience, and the ability to build