Strategic Financial Solutions Advisor

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

Benefits offered by this job

Incentives

Benefits

Job summary

Bank of America in United States is seeking a role to provide specialized financial guidance to clients across borrowing and banking offerings. You will acquire new clients and deepen relationships by presenting tailored solutions to help them reach their goals.

The role balances sales, risk, and service excellence, requires outbound outreach, and may place you at multiple financial centers within commuting distance. The company emphasizes in-office collaboration and career growth opportunities.

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication and relationship-building skills.
• Proven sales track record and outbound calling experience.

Responsibilities

• Recommends financial advice and guidance that align with client financial goals.
• Builds and deepens relationships with clients using the bank's full capabilities.
• Analyzes client needs and applies knowledge of borrowing and banking to recommend features that best align with priorities.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Makes decisions on client requests and referrals to internal partners.
• Partners with leaders to coach 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 United States is seeking a role to provide specialized financial guidance to clients across borrowing and banking offerings. You will acquire new clients and deepen relationships by presenting tailored solutions to help them reach their goals.

The role balances sales, risk, and service excellence, requires outbound outreach, and may place you at multiple financial centers within commuting distance. The company emphasizes in-office collaboration and career growth opportunities.