Small Business Credit Solutions Advisor

National Black MBA Association; Tallahassee, Northern (FL, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Banking Advisor to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will acquire new relationships and deepen existing ones by meeting clients and presenting tailored solutions to help them reach their financial goals.

You will balance sales performance with risk and client-care, connect with clients through outreach and pipeline management, make timely referrals to internal partners, and coach teammates

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication skills with the ability to influence clients.
• Proven customer service capabilities and end-to-end client management.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships with clients using full bank capabilities.
• Analyzes client needs and suggests borrowing and banking solutions.
• Conducts outreach and manages pipeline with consistent follow-up.
• References internal partners when client requests require it.

Skills

Client Management

Client Solutions Advisory

Risk Management

Pipeline Management

Relationship Building

Credit Documentation

Credit Assessment

Attention to Detail

Education

High School Diploma

Job description

Bank of America is seeking a Banking Advisor to provide specialized service and guidance to financial center clients across borrowing and banking offerings. You will acquire new relationships and deepen existing ones by meeting clients and presenting tailored solutions to help them reach their financial goals.

You will balance sales performance with risk and client-care, connect with clients through outreach and pipeline management, make timely referrals to internal partners, and coach teammates