Client Solutions Advisor - Small Business Banking

Bank of America; Woodland Hills (UT); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits eligible

Incentive program

Job summary

Bank of America is seeking an experienced client advisor to provide specialized service and guidance to business clients across borrowing and banking offerings. You will acquire new relationships and deepen existing ones by meeting with clients and presenting tailored solutions to help achieve financial goals.

In this role you will balance sales performance with operational risk and client care, leveraging financial expertise to deliver exceptional service across the client life plan.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients and manage end-to-end experience.
• Proven sales track record with outbound phone sales and relationship building.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships with clients using full bank capabilities.
• Analyzes client financial needs and suggests suitable financial services.
• Connects with clients via outreach and pipeline management with follow-ups.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for an exceptional client experience.

Skills

Business-to-business sales

Small business banking

Communication skills

Customer service

Outbound sales

Relationship building

Prospecting

Education

High School Diploma / GED

Job description

Bank of America is seeking an experienced client advisor to provide specialized service and guidance to business clients across borrowing and banking offerings. You will acquire new relationships and deepen existing ones by meeting with clients and presenting tailored solutions to help achieve financial goals.

In this role you will balance sales performance with operational risk and client care, leveraging financial expertise to deliver exceptional service across the client life plan.