Financial Solutions Advisor – Banking & Client Growth

Tech Sales Jobs; Huntington Beach (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Huntington Beach is seeking a Business Solutions Advisor to deliver specialized banking guidance to commercial clients, balancing sales objectives with risk and client care. The role focuses on building client relationships, presenting tailored borrowing and banking solutions, and guiding teams to provide an exceptional client experience.

The ideal candidate has B2B sales or small business banking experience, strong communication, and a proven sales record, with willingness to

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Proven ability to develop client relationships and cross-sell banking products.
• Strong communication skills with the ability to influence clients.
• Experience outbound sales or outreach is a plus.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with clients using the bank's capabilities.
• Analyzes client needs and suggests borrowing and banking solutions.
• Connects with clients through outreach and pipeline management and follows up regularly.
• Makes decisions on client requests and refers to appropriate internal partners.
• Partners with leaders to coach associates for an 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 / Secondary School or equivalent

Job description

Bank of America in Huntington Beach is seeking a Business Solutions Advisor to deliver specialized banking guidance to commercial clients, balancing sales objectives with risk and client care. The role focuses on building client relationships, presenting tailored borrowing and banking solutions, and guiding teams to provide an exceptional client experience.

The ideal candidate has B2B sales or small business banking experience, strong communication, and a proven sales record, with willingness to