Financial Solutions Advisor - SMB Banking & Client Growth

Tech Sales Jobs; Hempfield Township (Westmoreland County); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America Jamaica Estates Financial Center in Jamaica, NY, seeks a Business Solutions Advisor to deliver tailored borrowing and banking solutions through client meetings and enhanced relationships. The role balances sales performance with service quality and risk management to support clients across life stages.

The position opens for the entire market with onsite training at a financial center, then potential relocation within commuting distance.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the end-to-end client experience and problem resolution.
• Has a proven sales track record.
• Can build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

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 consistent follow-up routines.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to provide guidance and coaching during meetings to assist with team delivery of client experience.

Skills

Client Management

Client Solutions Advisory

Customer 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 Jamaica Estates Financial Center in Jamaica, NY, seeks a Business Solutions Advisor to deliver tailored borrowing and banking solutions through client meetings and enhanced relationships. The role balances sales performance with service quality and risk management to support clients across life stages.

The position opens for the entire market with onsite training at a financial center, then potential relocation within commuting distance.