Credit Solutions Advisor
2 weeks ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Credit Solutions Advisor II, you will play a critical role in providing specialized guidance and support to our clients, helping them navigate the complexities of borrowing and banking.
Key Responsibilities:- Recommend financial advice and guidance that align with clients' financial goals and needs
- Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank
- Analyze clients' financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services
- Connect with clients through outreach and pipeline management activities and conduct consistent follow-up routines to meet client needs
- Make decisions on client requests and make referrals to appropriate internal partners based on client needs
- Minimum of 2 years of mortgage origination experience or equivalent experience in a related field
- Knowledge of credit and home lending requirements
- Actively listens to clients to determine their needs and goals and has a desire to interact with clients proactively
- Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone
- Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines
- Experience working in a financial center where goals were met or exceeded
- Knowledge in analyzing and comprehending complex financial data and providing financial alternatives
- Knowledge of banking products and services
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Referral Identification
- Risk Management
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
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