Bank of America

Bank of America

Credit Solutions Advisor - The Woodlands

The Woodlands, TX · Full-time

Sponsorship not specifiedDetected 13 days ago
Brand StrategyPipeline ManagementOutbound SalesCustomer SupportLeadershipCommunicationCollaborationTime ManagementMentoringUnderwriting

About the role

  • We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
  • These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
  • Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

Responsibilities

  • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
  • Responds to client requests and makes referrals to appropriate internal partners based on client needs
  • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience
  • Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
  • We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
  • Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Requirements

  • Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
  • Ability to handle ambiguity and adapt to changing circumstances.
  • Ability to learn and understand technology.
  • 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.
  • Experience in a loan origination role in a retail environment and knowledge of

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

Benefits

  • We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Company info

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.