Small Business Credit & Lending Advisor

National Black MBA Association; Knoxville (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a Banking Advisor to provide specialized service and personalized guidance to financial center clients across borrowing and banking offerings at every life stage.

The role focuses on acquiring new clients and deepening relationships by presenting tailored solutions, balancing sales performance, operational risk, and client care to ensure an exceptional client experience.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales, 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.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.
• Minimum Education: High School Diploma / GED / Secondary School or equivalent

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

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

Job description

Bank of America in the United States is seeking a Banking Advisor to provide specialized service and personalized guidance to financial center clients across borrowing and banking offerings at every life stage.

The role focuses on acquiring new clients and deepening relationships by presenting tailored solutions, balancing sales performance, operational risk, and client care to ensure an exceptional client experience.