Small Business Banking Solutions Advisor

Bank of America; United States; On-site; USD 54,000 - 72,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America is recruiting for a Financial Center Advisor role focused on delivering personalized service, guidance, and solutions across borrowing and banking offerings to clients at every life stage.

The position emphasizes developing new relationships and expanding existing ones by presenting customized financial solutions and maintaining proactive client outreach to meet goals while balancing risk and sales objectives.

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 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 Focus

Prospecting

Referral Identification

Risk Management

Client Experience

Relationship Building

Outbound Phone Sales

Attention to Detail

Collaboration

Issue Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is recruiting for a Financial Center Advisor role focused on delivering personalized service, guidance, and solutions across borrowing and banking offerings to clients at every life stage.

The position emphasizes developing new relationships and expanding existing ones by presenting customized financial solutions and maintaining proactive client outreach to meet goals while balancing risk and sales objectives.