Client Solutions Advisor — Small Business Banking

Sacbar; Los Angeles, Northern (CA, KY); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a client-focused banking professional in Los Angeles, CA to provide personalized advisory services across borrowing and banking offerings. The role emphasizes balancing sales performance with operational risk and client relationship care.

You will deepen client relationships, analyze financial needs, and refer to internal partners as needed, while collaborating with leaders to deliver exceptional client experiences.

Qualifications

• High school diploma or equivalent required.
• Experience with financial products and advisory services a plus.
• Strong communication and relationship-building skills.

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 additional services
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines
• Makes decisions on client requests and referrals to internal partners for client needs
• Partners with leaders to coach associates during meetings to deliver 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 is seeking a client-focused banking professional in Los Angeles, CA to provide personalized advisory services across borrowing and banking offerings. The role emphasizes balancing sales performance with operational risk and client relationship care.

You will deepen client relationships, analyze financial needs, and refer to internal partners as needed, while collaborating with leaders to deliver exceptional client experiences.