Financial Solutions Advisor - Grow Client Relationships

ghr; Balch Springs (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized guidance on borrowing and banking offerings, building and deepening client relationships through meetings and tailored solutions. The role balances sales performance with risk management and superior client care, across market locations with eventual on-site assignments.

The position emphasizes leveraging expertise to help clients reach financial goals while ensuring compliance and strong service delivery in a dynamic

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication and influencing skills.
• Proven sales track record and outbound prospecting.
• Ability to manage end-to-end client experience and problem resolution.
• Ability to build productive partnerships.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with clients using bank capabilities.
• Analyzes client financial needs to recommend suitable services.
• Connects with clients through outreach and pipeline management activities.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

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

Job description

Bank of America is seeking a Financial Center Advisor to provide specialized guidance on borrowing and banking offerings, building and deepening client relationships through meetings and tailored solutions. The role balances sales performance with risk management and superior client care, across market locations with eventual on-site assignments.

The position emphasizes leveraging expertise to help clients reach financial goals while ensuring compliance and strong service delivery in a dynamic