Financial Solutions Advisor

Bank of America Corporation; Camarillo (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America Corporation is seeking a role focused on delivering personalized financial guidance to commercial clients. You will help acquire and deepen client relationships by presenting tailored solutions across borrowing and banking offerings during the client lifecycle.

Responsibilities include balancing sales performance with risk and client care, collaborating with leaders to coach associates, and ensuring an exceptional client experience. 40-hour weeks, on-site expectations per policy.

Qualifications

• Experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Customer service skills to manage end-to-end client experience and resolve issues.

Responsibilities

• Recommends financial guidance aligning with client goals and needs.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs and suggests banking solutions accordingly.
• Outreach and pipeline management with follow-up to meet client needs.

Skills

B2B sales

Client relationship

Outbound sales

Communication skills

Education

High School Diploma or GED

Job description

Bank of America Corporation is seeking a role focused on delivering personalized financial guidance to commercial clients. You will help acquire and deepen client relationships by presenting tailored solutions across borrowing and banking offerings during the client lifecycle.

Responsibilities include balancing sales performance with risk and client care, collaborating with leaders to coach associates, and ensuring an exceptional client experience. 40-hour weeks, on-site expectations per policy.