Financial Solutions Advisor

Bank of America

Eastvale (CA)

On-site

USD 36,000 - 48,000

Full time

14 days+

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Benefits offered by this job

Benefits

Job summary

Bank of America in Eastvale, CA seeks a Financial Center Client Advisor to provide specialized service across borrowing and banking offerings, guiding clients with tailored solutions throughout their life planning. You will balance sales performance, operational risk, and client care by leveraging deep product knowledge.

The position trains at a financial center and may place you at another nearby location within a reasonable commuting distance.

Qualifications

High School Diploma or equivalent required.
FDIC, Safe Act, and Loan Originator restrictions may apply to hiring.

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 services that best fit priorities.
Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
Makes decisions on client requests and refers to internal partners as needed.
Partners with leaders to provide guidance and coaching during meetings to enhance client experience.