Financial Solutions Advisor

NBMBAA; Perris (CA); Hybrid; USD 36,000 - 47,000; Full time

Job summary

Bank of America is seeking a role focused on providing specialized financial guidance and building deep client relationships within the financial center. The position emphasizes balancing sales performance with risk and client care while leveraging the bank's full capabilities to meet client needs.

The role supports outbound outreach, develops tailored solutions, and collaborates with leadership to deliver an exceptional client experience across borrowing and banking products.

Qualifications

• Has demonstrated experience in business-to-business sales and/or small business banking.
• Strong communication skills with ability to influence clients.
• Customer service skills with ability to manage end-to-end client experience and resolve problems.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships leveraging the bank's full capabilities.
• Analyzes client financial needs and recommends suitable services.
• Connects with clients through outreach and pipeline management and follows up regularly.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America is seeking a role focused on providing specialized financial guidance and building deep client relationships within the financial center. The position emphasizes balancing sales performance with risk and client care while leveraging the bank's full capabilities to meet client needs.

The role supports outbound outreach, develops tailored solutions, and collaborates with leadership to deliver an exceptional client experience across borrowing and banking products.