Strategic Financial Solutions Advisor

Houston Dose; Houston, Northern (TX, KY); Hybrid; USD 55,000 - 95,000; Full time

Job summary

Bank of America is seeking a Banking Advisor to provide specialized financial guidance to clients across borrowing and banking offerings, helping them achieve life goals. The role emphasizes balancing sales, risk, and client care with a consultative approach.

The position supports an in-office culture with flexibility based on role needs and business requirements. You will train at a centralized location and may move between centers to fit commuting requirements.

Qualifications

• Required Qualifications include business-to-business sales and/or small business banking experience.
• Strong communication skills with the ability to influence clients and provide client care.
• Proven sales track record and ability to build partnerships.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs and suggests borrowing/banking options.
• Maintains outreach and pipeline management with follow-up routines.
• Decides on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for excellent client experiences.

Skills

Client Management

Client Solutions Advisory

Customer 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 or equivalent

Job description

Bank of America is seeking a Banking Advisor to provide specialized financial guidance to clients across borrowing and banking offerings, helping them achieve life goals. The role emphasizes balancing sales, risk, and client care with a consultative approach.

The position supports an in-office culture with flexibility based on role needs and business requirements. You will train at a centralized location and may move between centers to fit commuting requirements.