Business Solutions Advisor - Orange County South Market

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

Job summary

Bank of America is hiring for a role focused on providing specialized financial guidance to clients across borrowing and banking offerings. The position emphasizes balancing sales, operational risk, and client care while enhancing client relationships through meetings and customized solutions.

You will train at a financial center and may be placed at another location within a reasonable commuting distance; location is within the Southern California market including Irvine, Newport Beach, and

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills to influence clients.
• Customer service skills for end-to-end client experience and resolution.
• Proven sales track record and ability to build partnerships.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with clients leveraging bank capabilities.
• Analyzes client needs and recommends financial services.
• Connects with clients via outreach and pipeline management and follows up.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit 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.

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

Job Description:

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

This position is open for the entire market, and the specific Financial Center location will be selected based on business needs. If you are offered a position and commence employment, you will train at one financial center, and then the company may place you at another location within a reasonable commuting distance of your home to the extent permitted by applicable law.

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:

• Experience with financial information, spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Experience meeting or exceeding goals
• A working knowledge of small business products and services
• Bilingual skills

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

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Irvine - 18622 Macarthur Blvd - IRVINE BC (CA6203), US - CA - Newport Beach - 2600 San Miguel Dr - NEWPORT HILLS BC (CA6171), US - CA - Santa Ana - 3730 S Bristol St - South Coast Center (CA6204)

Pay range

$26.00 - $34.67 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.