Strategic Financial Solutions Advisor

Bank of America; Norwood (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in the United States is hiring for a role that provides specialized financial guidance to clients across borrowing and banking products. You will cultivate new relationships and deepen existing ones by meeting clients and presenting tailored solutions to help them reach their financial goals.

The role balances sales performance, operational risk, and client care, requiring strong communication, collaboration, and a track record in banking or sales.

Qualifications

• Experience with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Proven sales track record and ability to manage end-to-end client experience.

Responsibilities

• Recommends financial guidance aligned with client goals and needs.
• Builds and deepens relationships by leveraging the bank's capabilities.
• Analyzes client needs and applies banking knowledge to propose solutions.
• Connects with clients through outreach and pipeline management with follow-ups.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates and deliver exceptional client service.

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 the United States is hiring for a role that provides specialized financial guidance to clients across borrowing and banking products. You will cultivate new relationships and deepen existing ones by meeting clients and presenting tailored solutions to help them reach their financial goals.

The role balances sales performance, operational risk, and client care, requiring strong communication, collaboration, and a track record in banking or sales.