Client Banking Solutions Advisor

Tech Sales Jobs; Newport Beach (CA); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Newport Beach is seeking a Financial Center Advisor to provide specialized service and guidance to clients across borrowing and banking offerings. You will acquire and deepen client relationships by meeting with clients and presenting customized solutions to help meet financial goals.

The role balances sales performance, operational risk, and client care, leveraging expertise to advise on a full spectrum of banking services.

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
• 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
• Bi-lingual skills

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

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

Job description

Bank of America in Newport Beach is seeking a Financial Center Advisor to provide specialized service and guidance to clients across borrowing and banking offerings. You will acquire and deepen client relationships by meeting with clients and presenting customized solutions to help meet financial goals.

The role balances sales performance, operational risk, and client care, leveraging expertise to advise on a full spectrum of banking services.