Financial Solutions Advisor

Bank of America; Monterey Park (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to provide customized guidance to business clients across borrowing and banking offerings. You will manage client meetings, tailor solutions, and balance sales targets with risk and relationship care.

The role supports a market-wide opening with on-site placement and potential relocation within commuting distance. Training is provided to ensure compliant, high‑quality service.

Qualifications

• Experience in business‑to‑business sales and/or small business banking.
• Strong communication skills to influence clients.
• Customer service skills spanning end‑to‑end client experiences.
• Proven sales track record and ability to build client relationships.
• Experience with outbound phone sales and partnerships.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships using bank capabilities.
• Analyzes client needs to recommend suitable services.
• Outreach and pipeline management with consistent follow‑ups.
• Makes decisions on client requests and referrals to partners.
• Coaches associates to deliver an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Credit Documentation

Credit and Risk Assessment

Pipeline Management

Relationship Building

Prospecting

Attention to Detail

Collaboration

Issue Management

Negotiation

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial advisor to provide customized guidance to business clients across borrowing and banking offerings. You will manage client meetings, tailor solutions, and balance sales targets with risk and relationship care.

The role supports a market-wide opening with on-site placement and potential relocation within commuting distance. Training is provided to ensure compliant, high‑quality service.