Small-Business Credit Solutions Advisor

Bank of America; Athens (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in Athens, GA seeks a client-focused banking professional to provide tailored financial guidance to small business clients and to build lasting relationships. You will assess borrowing and banking needs, present solutions, and balance sales with service and risk management.

This role emphasizes outreach, pipeline management, and collaboration with center leaders to deliver an exceptional client experience.

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication with ability to influence clients.
• Customer service skills to manage end-to-end client experience.
• Proven sales track record and ability to build partnerships.
• Experience with outbound phone sales.
• Knowledge of small business products and services.
• Bilingual skills are a plus.

Responsibilities

• Recommends financial advice aligned with client goals and needs.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs and suggests suitable financial services.
• Engages clients via outreach and maintains pipeline with follow-ups.
• Executes client requests and refers to internal partners as needed.
• Collaborates with leaders to coach associates for 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 in Athens, GA seeks a client-focused banking professional to provide tailored financial guidance to small business clients and to build lasting relationships. You will assess borrowing and banking needs, present solutions, and balance sales with service and risk management.

This role emphasizes outreach, pipeline management, and collaboration with center leaders to deliver an exceptional client experience.