Client-Centric Financial Solutions Advisor

ghr; Carlsbad (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

Bank of America is seeking a client advisor to provide specialized guidance to financial center clients across borrowing and banking offerings at every life stage. You will acquire new relationships and deepen existing ones by meeting clients and presenting tailored solutions to help achieve their financial goals.

This role balances sales performance, operational risk, and client care while leveraging expert knowledge.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Regulations: 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

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 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 client advisor to provide specialized guidance to financial center clients across borrowing and banking offerings at every life stage. You will acquire new relationships and deepen existing ones by meeting clients and presenting tailored solutions to help achieve their financial goals.

This role balances sales performance, operational risk, and client care while leveraging expert knowledge.