Banking Solutions & Relationship Advisor

Bank of America; Los Angeles (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused banker to provide specialized service and personalized guidance across borrowing and banking offerings, helping clients achieve life goals. You will cultivate relationships with new and existing clients through meetings and tailored solutions.

The role balances sales performance with operational risk and client care, leveraging expertise to deliver exceptional service while training at a designated financial center before placement at a nearby location

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Proven sales track record.
• Outbound phone sales experience.
• Ability to build productive partnerships and working relationships.
• Bilingual skills (optional)

Responsibilities

• Recommends financial guidance aligned with client goals and needs.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client financial needs to recommend services.
• Maintains outreach and pipeline management with follow‑ups.
• Makes decisions on client requests and referrals to internal partners.
• Coaches associates during meetings to deliver exceptional client experience

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Risk Management

Attention to Detail

Collaboration

Prospecting

Relationship Build

Credit Documentation

Credit & Risk Assessment

Pipeline Management

Account Growth

Negotiation

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused banker to provide specialized service and personalized guidance across borrowing and banking offerings, helping clients achieve life goals. You will cultivate relationships with new and existing clients through meetings and tailored solutions.

The role balances sales performance with operational risk and client care, leveraging expertise to deliver exceptional service while training at a designated financial center before placement at a nearby location