Client Banking Solutions Advisor

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

Job summary

Bank of America is seeking a client-focused advisor to provide specialized advice and guidance to financial center clients across borrowing and banking offerings. You will acquire new relationships and deepen existing ones by conducting client meetings and presenting tailored solutions to help achieve financial goals.

The role balances sales performance with risk and client-care, leveraging specialized expertise.

Qualifications

• Has demonstrated experience with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Excellent customer service skills with the ability to manage end-to-end client experience and resolve issues.
• Proven sales track record and ability to build productive partnerships.
• Experience with outbound phone sales and client outreach.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with clients by leveraging bank capabilities.
• Analyses client financial needs and recommends banking services accordingly.
• Engages clients through outreach and maintains ongoing follow-up to meet needs.
• Makes decisions on client requests and routes referrals to internal partners.
• Collaborates with center leaders and managers to coach associates for an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Relationship Building

Referral Identification

Risk Management

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Sales Experience

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused advisor to provide specialized advice and guidance to financial center clients across borrowing and banking offerings. You will acquire new relationships and deepen existing ones by conducting client meetings and presenting tailored solutions to help achieve financial goals.

The role balances sales performance with risk and client-care, leveraging specialized expertise.