Strategic Financial Solutions Advisor for Small Business

National Black MBA Association; Chicago (IL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Chicago is seeking an experienced client advisor to provide specialized financial guidance across borrowing and banking offerings. You will acquire and deepen client relationships by meeting with clients and presenting tailored solutions to help meet their financial goals.

Ideal candidates will have a proven sales track record, strong communication, and the ability to balance sales with risk and client care.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients and provide quality service.
• Experience with outbound phone sales and building client relationships.

Responsibilities

• Recommends financial guidance aligning with client goals and needs.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client financial needs and suggests suitable products and services.
• Connects with clients via outreach and maintains follow-up routines.
• Decides on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for exceptional client experience.

Skills

B2B sales

Small business banking

Communication skills

Customer service

Outbound sales

Education

High School Diploma

Tools

Spreadsheets

Job description

Bank of America in Chicago is seeking an experienced client advisor to provide specialized financial guidance across borrowing and banking offerings. You will acquire and deepen client relationships by meeting with clients and presenting tailored solutions to help meet their financial goals.

Ideal candidates will have a proven sales track record, strong communication, and the ability to balance sales with risk and client care.