Strategic Banking Solutions Advisor

Bank of America; Glendale Heights (IL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Illinois is seeking a skilled financial services professional to provide specialized advisory services to clients at the center of their life plans. You will acquire new clients and deepen existing relationships by presenting tailored borrowing and banking solutions.

The role balances sales performance with risk management and client care, offering opportunities to grow within an in-office culture with flexible role-based needs.

Qualifications

• Experience in B2B sales and/or small business banking.
• Strong communication to influence clients effectively.
• Customer service excellence across end-to-end client experiences.
• Proven sales track record and ability to meet goals.

Responsibilities

• Recommend financial advice aligning with client goals.
• Build and deepen client relationships using bank capabilities.
• Analyze clients' financial needs and suggest suitable services.
• Reach out to clients, manage pipeline, and follow up.
• Make client decisions and referrals to internal partners.
• Guide associates during meetings to deliver 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 Illinois is seeking a skilled financial services professional to provide specialized advisory services to clients at the center of their life plans. You will acquire new clients and deepen existing relationships by presenting tailored borrowing and banking solutions.

The role balances sales performance with risk management and client care, offering opportunities to grow within an in-office culture with flexible role-based needs.