Personal Banking Solutions Advisor

Bank of America; Sterling Heights (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bank of America is seeking a Financial Center Client Advisor to provide specialized service and guidance to clients across borrowing and banking offerings. The role focuses on acquiring new clients and deepening relationships through tailored solutions at various life stages.

You will balance sales performance, operational risk, and client care while leveraging expertise. Training starts at a financial center, with potential internal moves within commuting distance as needed.

Qualifications

• Has demonstrated experience with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end 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 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 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 is seeking a Financial Center Client Advisor to provide specialized service and guidance to clients across borrowing and banking offerings. The role focuses on acquiring new clients and deepening relationships through tailored solutions at various life stages.

You will balance sales performance, operational risk, and client care while leveraging expertise. Training starts at a financial center, with potential internal moves within commuting distance as needed.