Client Relationship & Financial Solutions Advisor

Bank of America; Sun Valley (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Sun Valley, CA is hiring to provide specialized service and guidance to clients across borrowing and banking offerings. You will acquire new clients and deepen relationships by presenting customized solutions to help achieve financial goals.

The role balances sales, risk, and client care, requires strong communication, outbound sales experience, and a proven track record. Training occurs at a financial center with potential placement nearby per business needs.

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.
• Bilingual skills.

Responsibilities

• Recommends financial guidance aligning with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs and recommends services matching priorities.
• Outreach and pipeline management with regular follow-up to meet needs.
• Makes decisions on client requests and referrals to internal partners.
• Coaches financial center associates to deliver 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 in Sun Valley, CA is hiring to provide specialized service and guidance to clients across borrowing and banking offerings. You will acquire new clients and deepen relationships by presenting customized solutions to help achieve financial goals.

The role balances sales, risk, and client care, requires strong communication, outbound sales experience, and a proven track record. Training occurs at a financial center with potential placement nearby per business needs.