Client Solutions Advisor – Small Business Banking

ghr; Los Angeles (CA); On-site; USD 74,501,000 - 99,344,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Los Angeles is seeking a client-focused banking advisor who delivers specialized service across borrowing and banking offerings to small business clients.

You will acquire and deepen client relationships through meetings, present tailored solutions, and balance sales, risk, and service to meet financial goals. This onsite role emphasizes collaboration, compliance, and outstanding client experience.

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Customer service skills to manage the full client end-to-end experience.
• Proven sales track record.
• Ability to build productive partnerships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyses client needs and recommends banking services.
• Outreaches to clients and conducts follow-ups to meet needs.
• Decides on client requests and refers to internal partners.
• Partners with leaders to coach associates for 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 / Secondary School or equivalent

Job description

Bank of America in Los Angeles is seeking a client-focused banking advisor who delivers specialized service across borrowing and banking offerings to small business clients.

You will acquire and deepen client relationships through meetings, present tailored solutions, and balance sales, risk, and service to meet financial goals. This onsite role emphasizes collaboration, compliance, and outstanding client experience.