Business Solutions Advisor - Camarillo Financial Center

Bank of America

Camarillo (CA)

On-site

USD 36,000 - 48,000

Full time

5 days ago

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Job summary

Bank of America in Camarillo, CA is hiring for a role in which you will advise clients, cultivate new and existing relationships, and tailor financial solutions to meet unique goals. The position emphasizes outbound outreach, collaboration with partners, and guiding clients through complex banking choices.

You will work with a team to deliver exceptional service, manage the full client experience, and contribute to business growth while adhering to regulatory requirements.

Qualifications

Experience in business-to-business sales or small business banking.
Strong communication skills with the ability to influence clients.
Excellent customer service skills with the ability to manage the full client end-to-end experience and resolve issues.
Proven sales track record and ability to build productive partnerships.

Responsibilities

Recommends financial advice and guidance aligned with client goals and needs.
Builds and deepens relationships with clients by leveraging bank capabilities.
Analyses client financial needs and suggests suitable financial services.
Connects with clients through outreach and pipeline management and conducts follow-up.
Makes decisions on client requests and refers to internal partners as needed.
Provides coaching and guidance to financial center teams to deliver exceptional client experiences.

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

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 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. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible 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. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

Recommends financial advice and guidance that align with client financial goals and needs
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Makes decisions on 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 during meetings to assist with team delivery of an exceptional client experience

Required Qualifications

Has demonstrated experience and proven success with business-to-business sales and/or small business banking
Has strong communication skills with the ability to effectively influence clients
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
Has a proven sales track record
Can build productive partnerships and working relationships
Is experienced with outbound phone sales

Desired Qualifications