Client Banking Solutions Advisor

Bank of America; Los Angeles (CA); On-site; USD 74,501,000 - 99,344,000; Full time

Job summary

Bank of America is seeking a Banking Relationship Specialist to acquire and deepen client relationships, presenting tailored financial solutions across borrowing and banking products. You’ll engage with clients in person and via outreach, guiding them toward suitable services and referrals to internal partners.

Ideal candidates have a proven sales track record, strong communication, and a client-first approach, with experience in outbound calls and relationship building.

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.

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 suitable financial services.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Makes decisions on client requests and refers to internal partners based on needs.
• Partners with leaders to provide guidance and coaching to associates during meetings.

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

Bank of America is seeking a Banking Relationship Specialist to acquire and deepen client relationships, presenting tailored financial solutions across borrowing and banking products. You’ll engage with clients in person and via outreach, guiding them toward suitable services and referrals to internal partners.

Ideal candidates have a proven sales track record, strong communication, and a client-first approach, with experience in outbound calls and relationship building.