Client Solutions Advisor: Banking Growth

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

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized service and guidance across borrowing and banking offerings. The role focuses on acquiring new clients and deepening relationships by presenting tailored solutions to help clients achieve financial goals.

You will balance sales, operational risk, and client care while leveraging expertise. Training occurs at one financial center, with potential relocation within commuting distance as needed.

Qualifications

• Experience in B2B sales or small business banking.
• Strong communication and client relationship skills.
• Proven track record in sales and service excellence.
• Ability to manage end-to-end client experience and problem resolution.
• Experience with outbound phone sales is a plus.

Responsibilities

• Recommend financial guidance aligned with client goals.
• Build and deepen client relationships leveraging bank capabilities.
• Analyze client needs and propose borrowing/banking solutions.
• Outreach and pipeline management with consistent follow-up.
• Refer to internal partners based on client needs.
• Coach associates to deliver an exceptional client experience.

Skills

Business-to-business sales

Small business banking

Client management

Communication skills

Outbound phone sales

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Center Advisor to provide specialized service and guidance across borrowing and banking offerings. The role focuses on acquiring new clients and deepening relationships by presenting tailored solutions to help clients achieve financial goals.

You will balance sales, operational risk, and client care while leveraging expertise. Training occurs at one financial center, with potential relocation within commuting distance as needed.