Small Business Banking Solutions Advisor - Chicago SW

Bank of America; Chicago (IL); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America in Chicago seeks a Banking Advisor to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will acquire new clients and deepen relationships by meeting with clients and presenting customized solutions to help achieve financial goals.

The role requires balancing sales performance, operational risk, and client relationship care, with opportunities to train and move within the network.

Qualifications

• Has demonstrated experience with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Excellent customer service skills with the 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

Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Credit Documentation

Credit Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma

Job description

Bank of America in Chicago seeks a Banking Advisor to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will acquire new clients and deepen relationships by meeting with clients and presenting customized solutions to help achieve financial goals.

The role requires balancing sales performance, operational risk, and client relationship care, with opportunities to train and move within the network.