Strategic Business Banking Solutions Advisor

Tech Sales Jobs; Lewisville (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Lewisville near Dallas is seeking a Business Solutions Advisor to deliver tailored banking solutions and guidance to financial center clients, focusing on growing SMB relationships and guiding clients through borrowing and banking offerings.

The role emphasizes acquiring new clients, deepening relationships, and balancing sales performance with risk management to ensure an exceptional client experience across all stages of the client life cycle.

Qualifications

• Has demonstrated experience and proven success with business‑to‑business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end‑to‑end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced with outbound phone sales

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 Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma

Job description

Bank of America in Lewisville near Dallas is seeking a Business Solutions Advisor to deliver tailored banking solutions and guidance to financial center clients, focusing on growing SMB relationships and guiding clients through borrowing and banking offerings.

The role emphasizes acquiring new clients, deepening relationships, and balancing sales performance with risk management to ensure an exceptional client experience across all stages of the client life cycle.