Financial Solutions Advisor: Build Client Futures

Bank of America; San Mateo (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America in San Mateo is seeking a client-focused Banking Associate who delivers specialized guidance across borrowing and banking offerings. You will acquire new clients and deepen relationships by presenting tailored solutions that align with their life plans, balancing sales with risk and service standards.

The role emphasizes collaboration with center leadership, ongoing pipeline management, and a strong ability to connect with clients in person.

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 recordCan 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 knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• 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 financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Relationship Building

Prospecting

Attention to Detail

Collaboration

Communication

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in San Mateo is seeking a client-focused Banking Associate who delivers specialized guidance across borrowing and banking offerings. You will acquire new clients and deepen relationships by presenting tailored solutions that align with their life plans, balancing sales with risk and service standards.

The role emphasizes collaboration with center leadership, ongoing pipeline management, and a strong ability to connect with clients in person.