Strategic Banking Solutions Advisor

Bank of America; United States; On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a client-focused banking professional to deliver personalized financial solutions to commercial clients. You will build and deepen client relationships, assess needs, and offer appropriate borrowing and banking services to help clients reach their financial goals.

Responsibilities include proactive outreach, managing client pipelines, and coordinating with internal partners to ensure a high-quality client experience while balancing sales and risk considerations.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Proven sales track record and ability to manage end-to-end client experience.

Responsibilities

• Recommends financial advice and guidance that align with client goals and needs.
• Builds and deepens relationships with new and existing clients by leveraging bank capabilities.
• Analyzes client financial needs and applies banking knowledge to recommend services.
• Maintains outreach and pipeline management and conducts follow-ups to meet client needs.

Skills

Client Management

Client Solutions

Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Branding

Credit Documentation

Credit & Risk Assessment

Pipeline Management

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused banking professional to deliver personalized financial solutions to commercial clients. You will build and deepen client relationships, assess needs, and offer appropriate borrowing and banking services to help clients reach their financial goals.

Responsibilities include proactive outreach, managing client pipelines, and coordinating with internal partners to ensure a high-quality client experience while balancing sales and risk considerations.