Client-Focused Banking Solutions Advisor

Bank of America; Los Angeles (CA); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Woodland Hills, CA, is seeking a client-focused banking professional to provide specialized guidance on borrowing and banking options. You will grow client relationships, present tailored solutions, and balance sales, risk, and service to deliver an exceptional client experience.

The role emphasizes outbound outreach, pipeline management, and collaboration with leadership to coach teammates during client meetings. Requires strong communication and sales background.

Qualifications

• Has demonstrated experience with business-to-business sales and/or small business banking.
• Strong communication and influence skills with ability to manage the client end-to-end experience.
• Proven sales track record and ability to build productive partnerships.

Responsibilities

• Recommend financial advice and guidance aligned with client goals and needs.
• Develop client relationships by leveraging bank capabilities and following up to meet client needs.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Woodland Hills, CA, is seeking a client-focused banking professional to provide specialized guidance on borrowing and banking options. You will grow client relationships, present tailored solutions, and balance sales, risk, and service to deliver an exceptional client experience.

The role emphasizes outbound outreach, pipeline management, and collaboration with leadership to coach teammates during client meetings. Requires strong communication and sales background.