Strategic Banking Solutions Advisor for B2B Clients

National Black MBA Association; Plano, Northern (TX, KY); Hybrid; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a results-driven financial services professional to serve as a primary advisor for clients in a financial center. You will develop and deepen client relationships, assess financial needs, and tailor solutions across borrowing and banking products to help clients meet their life goals.

The role emphasizes balancing sales, risk, and client care while delivering exceptional service. Training occurs at a central location, with potential postings within the market based on

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.
• Experience with outbound phone sales.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs.
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs.
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs.
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

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 is seeking a results-driven financial services professional to serve as a primary advisor for clients in a financial center. You will develop and deepen client relationships, assess financial needs, and tailor solutions across borrowing and banking products to help clients meet their life goals.

The role emphasizes balancing sales, risk, and client care while delivering exceptional service. Training occurs at a central location, with potential postings within the market based on