Small Business Credit Solutions Advisor

Bank of America; Tallahassee (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks a client-focused banker to provide specialized guidance across borrowing and banking options for small business clients. You will meet with clients, assess needs, and present tailored financial solutions to help plan their life goals.

The role balances sales, risk management, and relationship care while leveraging bank resources to deliver an exceptional client experience at the financial center level.

Qualifications

• Experience in business‑to‑business sales or small business banking.
• Strong communication skills with the ability to influence clients.
• Customer service skills with end‑to‑end client experience and problem resolution.
• Proven sales track record and ability to build partnerships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial guidance aligning with client goals and needs.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client financial needs to suggest suitable banking solutions.
• Maintains outreach and pipeline management with consistent follow‑ups.
• Makes decisions on client requests and refers to internal partners as needed.
• Coaches associates during client meetings to enhance service delivery.

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 or GED

Job description

Bank of America in the United States seeks a client-focused banker to provide specialized guidance across borrowing and banking options for small business clients. You will meet with clients, assess needs, and present tailored financial solutions to help plan their life goals.

The role balances sales, risk management, and relationship care while leveraging bank resources to deliver an exceptional client experience at the financial center level.