Client-Focused Financial Solutions Advisor

Bank of America; San Francisco (CA); On-site; USD 54,000 - 72,000; Full time

Job summary

Bank of America in San Francisco seeks a Financial Center Sales Professional to help clients achieve their financial goals through tailored borrowing and banking solutions. You will acquire new relationships and deepen existing ones by meeting clients and presenting customized options.

The role balances sales performance with risk management and client care, requiring strong communication, outbound calling, and the ability to collaborate with internal partners to deliver an exceptional client

Qualifications

• Has demonstrated experience 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 services.
• 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 San Francisco seeks a Financial Center Sales Professional to help clients achieve their financial goals through tailored borrowing and banking solutions. You will acquire new relationships and deepen existing ones by meeting clients and presenting customized options.

The role balances sales performance with risk management and client care, requiring strong communication, outbound calling, and the ability to collaborate with internal partners to deliver an exceptional client