Financial Solutions Advisor (Banking & Lending)

Bank of America; San Jose (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is hiring for a role focused on providing specialized financial guidance to banking clients, leveraging the bank's full suite of borrowing and banking offerings to help clients reach life goals.

The role balances sales performance with client care, working to deepen relationships, manage risk, and deliver exceptional client experiences in a fast-paced financial center environment.

Qualifications

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

Responsibilities

• Recommends financial guidance aligning with client goals and needs.
• Builds and deepens client relationships by leveraging the bank's full capabilities.
• Analyzes client financial needs and recommends financial services aligned with priorities.
• Connects with clients through outreach and pipeline management and conducts follow-ups.
• Decides on client requests and refers to internal partners as needed.
• Partners with leaders to provide guidance and coaching to associates during meetings.

Skills

Client Management

Client Solutions Advisory

Customer 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 hiring for a role focused on providing specialized financial guidance to banking clients, leveraging the bank's full suite of borrowing and banking offerings to help clients reach life goals.

The role balances sales performance with client care, working to deepen relationships, manage risk, and deliver exceptional client experiences in a fast-paced financial center environment.