Strategic Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 74,677,000 - 99,344,000; Full time

Job summary

Bank of America is seeking a client-focused professional to provide specialized service and guidance to financial center clients across borrowing and banking offerings. The role emphasizes balancing sales, operational risk, and client care while leveraging tailored solutions to meet life-stage goals.

This position supports an in-office culture with role-specific flexibility; training occurs at a financial center and may involve relocation within commuting distance of home.

Qualifications

• Has proven success in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Effective customer service skills with end-to-end client experience management.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client financial needs and applies banking knowledge to propose solutions.
• Connects with clients through outreach and pipeline management and follows up regularly.
• Makes decisions on client requests and referrals to internal partners as needed.
• Partners with leaders to coach associates and deliver an exceptional client experience.

Skills

Client Management

Relationship Building

Communication

Sales

Outbound Calls

Problem Solving

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused professional to provide specialized service and guidance to financial center clients across borrowing and banking offerings. The role emphasizes balancing sales, operational risk, and client care while leveraging tailored solutions to meet life-stage goals.

This position supports an in-office culture with role-specific flexibility; training occurs at a financial center and may involve relocation within commuting distance of home.