Client Solutions Advisor - Banking & Loans

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

Benefits offered by this job

Benefits eligible

Incentives

Training & Growth

Job summary

Bank of America in the United States is seeking a Financial Center Client Advisor to provide specialized and personalized service across borrowing and banking offerings throughout the client life plan. You will engage with clients, present tailored solutions, and balance sales, risk, and service to deliver an exceptional experience.

The role supports a market-wide opening with placement to a nearby financial center; training is provided and opportunities to grow within the bank are emphasized.

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

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 alternative or additional financial services that best align with the client's unique priorities
• 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

Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Branding

Credit Documentation

Credit Risk

Pipeline Management

Attention to Detail

Collaboration

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a Financial Center Client Advisor to provide specialized and personalized service across borrowing and banking offerings throughout the client life plan. You will engage with clients, present tailored solutions, and balance sales, risk, and service to deliver an exceptional experience.

The role supports a market-wide opening with placement to a nearby financial center; training is provided and opportunities to grow within the bank are emphasized.