Client Solutions Advisor – Banking & Growth

Sacbar; California (MO); On-site; USD 74,501,000 - 99,372,000; Full time

Job summary

Bank of America is seeking a role focused on advising and supporting financial center clients through borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales, risk, and relationship care to help clients achieve financial goals.

The position emphasizes building deep client relationships, leveraging full bank capabilities, and maintaining a proactive outreach and pipeline approach to meet client needs.

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication and customer service skills.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

Responsibilities

• Recommend financial advice and guidance aligned with client goals.
• Build and deepen client relationships leveraging bank capabilities.
• Analyze client needs and propose banking solutions that fit priorities.
• Outreach and pipeline management with consistent follow-up.
• Make decisions on client requests and referrals to internal partners.
• Coach associates to deliver exceptional client experiences.

Skills

B2B Sales

Small business banking

Communication skills

Outbound sales

Partnership building

Prospecting

Customer service

Relationship building

Education

High School Diploma

Job description

Bank of America is seeking a role focused on advising and supporting financial center clients through borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales, risk, and relationship care to help clients achieve financial goals.

The position emphasizes building deep client relationships, leveraging full bank capabilities, and maintaining a proactive outreach and pipeline approach to meet client needs.