Strategic Financial Solutions Advisor

Bank of America; Pasadena (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

Bank of America is hiring a Financial Center Advisor to provide specialized guidance on borrowing and banking offerings for clients at various life stages. You will acquire new relationships, deepen existing ones, and present customized solutions to help clients achieve financial goals.

The role balances sales performance, operational risk, and client care while leveraging the bank’s capabilities. Training occurs at a financial center, with potential placement within a reasonable commuting

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 financial services.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to provide guidance and coaching to associates during meetings.

Skills

B2B sales

Small business banking

Sales track record

Communication

Customer service

Outbound sales

Bilingual skills

Education

High School Diploma / GED

Job description

Bank of America is hiring a Financial Center Advisor to provide specialized guidance on borrowing and banking offerings for clients at various life stages. You will acquire new relationships, deepen existing ones, and present customized solutions to help clients achieve financial goals.

The role balances sales performance, operational risk, and client care while leveraging the bank’s capabilities. Training occurs at a financial center, with potential placement within a reasonable commuting