Financial Solutions Advisor

Bank of America; Corona (CA); On-site; USD 74,501,000 - 99,344,000; Full time

Job summary

Bank of America in Corona, CA is seeking a client-focused banking professional to provide tailored guidance across borrowing and banking offerings. You will meet clients, present solutions, and help them achieve financial goals.

Responsibilities include deepening relationships, balancing sales and risk, and coordinating with internal partners to deliver exceptional service. Strong communication and a proven sales record are essential.

Qualifications

• Has experience with business-to-business sales and/or small business banking.
• Strong communication skills and ability to influence clients.
• Proven sales track record and end-to-end client management experience.
• Outbound phone sales experience is a plus.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships using the bank's full capabilities.
• Analyzes client needs and recommends suitable financial services.
• Contacts clients through outreach and maintains follow-up routines.
• Decides on client requests and refers to internal partners as needed.
• Collaborates with leaders to coach associates for an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Relationship Building

Education

High School Diploma or equivalent

Job description

Bank of America in Corona, CA is seeking a client-focused banking professional to provide tailored guidance across borrowing and banking offerings. You will meet clients, present solutions, and help them achieve financial goals.

Responsibilities include deepening relationships, balancing sales and risk, and coordinating with internal partners to deliver exceptional service. Strong communication and a proven sales record are essential.