Financial Solutions Advisor - SMB Banking

ghr; Olathe (KS); On-site; USD 52,000 - 68,000; Full time

Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized service and guidance to clients across borrowing and banking offerings. You will build and deepen client relationships, balancing sales, risk, and service excellence to help clients achieve their financial goals.

The role opens across the market, with training at a financial center and possible placement within a reasonable commuting distance. Strong communication and sales skills are essential.

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication and ability to influence clients.
• Proven sales track record and outbound phone sales experience.
• Knowledge of small business products and services.
• Bilingual skills (desired).

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 services.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Makes decisions on client requests and referrals to appropriate internal partners.
• Partners with financial center leaders and managers to coach associates for a strong client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit 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 seeking a Financial Center Advisor to provide specialized service and guidance to clients across borrowing and banking offerings. You will build and deepen client relationships, balancing sales, risk, and service excellence to help clients achieve their financial goals.

The role opens across the market, with training at a financial center and possible placement within a reasonable commuting distance. Strong communication and sales skills are essential.