Financial Solutions Advisor

ghr; Stockton (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized banking guidance and service to clients, with a focus on borrowing and banking solutions across client life plans. The role involves acquiring new clients and deepening existing relationships through meetings and tailored solutions, balancing sales, risk, and client care.

The position supports an in-office culture with flexibility based on role needs, and may require relocation within a reasonable commuting distance.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Can build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

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 borrowing and banking knowledge to recommend additional financial services.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with leaders to provide guidance and coaching to associates for a great client experience

Skills

Client Management

Relationship Building

Sales

Communication

Outbound Sales

Problem Solving

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Center Advisor to provide specialized banking guidance and service to clients, with a focus on borrowing and banking solutions across client life plans. The role involves acquiring new clients and deepening existing relationships through meetings and tailored solutions, balancing sales, risk, and client care.

The position supports an in-office culture with flexibility based on role needs, and may require relocation within a reasonable commuting distance.