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- Tasks: Provide personalised financial advice and build strong client relationships.
- Company: Join Bank of America, a leading financial institution with a commitment to client success.
- Benefits: Enjoy competitive pay, paid time off, and resources for personal growth.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: 2 years of mortgage origination experience and excellent communication skills required.
- Other info: Flexible hours and a collaborative team culture await you!
Job Title: Credit Solutions Advisor – Southtown, Rochester
Client:
Bank of America
Location:
Rochester, NY
Job Category:
Other
EU work permit required:
Yes
Job Reference:
e1d8ea582e9a
Job Views:
10
Posted:
12.08.2025
Expiry Date:
26.09.2025
Job Description:
Description: This position involves providing personalized financial advice, guiding clients through borrowing and banking options, and building strong client relationships to help achieve their financial goals. The role requires balancing sales, risk management, and client care, and involves compliance with SAFE Act registration requirements.
Responsibilities:
- Recommends financial advice aligned with clients\’ goals
- Builds and deepens client relationships
- Analyzes financial needs and suggests suitable banking and lending solutions
- Engages clients through outreach and follow-up
- Decides on client requests and refers to internal partners
- Partners with leadership to coach and guide team members
Required Qualifications:
- At least 2 years of mortgage origination experience or relevant roles at Bank of America
- Knowledge of credit and home lending requirements
- Excellent listening and communication skills
- Critical thinking and financial data analysis skills
- Strong customer service skills
- Effective written and verbal communication
- Flexibility to work weekends and extended hours
- Team-oriented and collaborative mindset
- Ability to learn new technology
- Adherence to professional ethics and regulatory policies
Desired Qualifications:
- Experience exceeding goals in financial centers
- Knowledge of complex financial data and products
- Understanding of banking products and regulations
- Strong time management skills
- Experience with mortgage and loan products
- Proficiency in MS Office and technology use
Skills:
- Client Management
- Advisory Skills
- Customer Focus
- Referral and Risk Management
- Client Experience Branding
- Documentation and Credit Assessment
- Pipeline and Referral Management
- Attention to Detail
- Collaboration
- Issue Resolution
- Relationship Building
Legal and Educational Requirements:
Must comply with FDIC, SAFE Act, and Loan Originator laws. Minimum education: High School Diploma or equivalent.
Shift and Hours:
1st shift, 40 hours/week
Pay and Benefits:
Hourly pay: $24.63 – $29.61, with incentive eligibility. Benefits include industry-leading offerings, paid time off, and resources for employee growth.
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Credit Solutions Advisor - Southtown employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Credit Solutions Advisor - Southtown
✨Tip Number 1
Familiarise yourself with Bank of America's products and services. Understanding their offerings will help you provide tailored financial advice to clients, showcasing your expertise during interviews.
✨Tip Number 2
Network with current or former employees of Bank of America. They can provide insights into the company culture and expectations for the Credit Solutions Advisor role, which can be invaluable in your application process.
✨Tip Number 3
Brush up on your knowledge of the SAFE Act and other regulatory requirements. Being well-versed in compliance will demonstrate your commitment to ethical practices and could set you apart from other candidates.
✨Tip Number 4
Prepare for situational interview questions that assess your client management and advisory skills. Think of examples from your past experience where you've successfully built relationships and provided effective solutions.
We think you need these skills to ace Credit Solutions Advisor - Southtown
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and qualifications required for the Credit Solutions Advisor position. Tailor your application to highlight relevant experience in mortgage origination and client management.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in financial advisory roles, particularly any work related to mortgage origination or banking. Use specific examples to demonstrate your skills in client relationship building and financial analysis.
Showcase Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your strong written and verbal communication abilities. Consider including examples of how you've effectively communicated complex financial information to clients in the past.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific requirements of the job. Mention your understanding of the SAFE Act and your commitment to compliance, as well as your flexibility to work extended hours, which is a key aspect of the role.
How to prepare for a job interview at Bank of America
✨Know Your Financial Products
Familiarise yourself with various banking and lending solutions. Be prepared to discuss how these products can meet clients' financial goals, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your listening skills and ability to understand client needs, as these are crucial for a Credit Solutions Advisor.
✨Demonstrate Critical Thinking
Be ready to analyse hypothetical financial scenarios during the interview. Show how you would approach problem-solving and decision-making when it comes to recommending suitable banking options for clients.
✨Emphasise Team Collaboration
Discuss your experience working in team-oriented environments. Mention how you’ve partnered with colleagues to achieve common goals, as this role requires collaboration with leadership and other team members.