Financial Solutions Advisor – Client Banking & Growth

Bank of America; Los Angeles (CA); Sur place; USD 54 000 - 72 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Résumé du poste

Bank of America in Woodland Hills, CA is seeking a dedicated Financial Center Client Advisor to provide personalized guidance across borrowing and banking options at every life stage, balancing sales, risk, and client Care. This role emphasizes deep client relationships and tailoring solutions to individual goals.

Ideal candidates bring strong communication, proven sales, and a passion for service, with the ability to collaborate with leadership to support a best-in-class client experience.

Qualifications

• Has experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills to influence clients.
• Excellent customer service covering end-to-end client experience.
• Proven sales track record and ability to meet goals.
• Bilingual skills are a plus.

Responsabilités

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships with new and existing clients using bank capabilities.
• Analyzes client needs and borrowing/banking options to tailor services.
• Connects with clients through outreach and pipeline management and follow-up.
• Makes decisions on client requests and referrals to internal partners.
• Partners with leaders to coach associates for an exceptional client experience.

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Outils

Excel

Description du poste

Bank of America in Woodland Hills, CA is seeking a dedicated Financial Center Client Advisor to provide personalized guidance across borrowing and banking options at every life stage, balancing sales, risk, and client Care. This role emphasizes deep client relationships and tailoring solutions to individual goals.

Ideal candidates bring strong communication, proven sales, and a passion for service, with the ability to collaborate with leadership to support a best-in-class client experience.