Financial Solutions Advisor - Client Growth & Banking

Sacbar; Los Angeles (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

Bank of America is seeking a client-focused banking professional in the Los Angeles market to grow relationships and drive financial solutions for small businesses and clients. You will balance sales, risk, and relationship care while delivering customized offerings.

The role emphasizes outbound outreach, cross-functional collaboration, and a strong track record in sales and client service, with opportunities for career growth and advancement within the bank.

Qualifications

• High School Diploma or equivalent required.
• Experience in B2B sales or small business banking preferred.
• Ability to build client relationships and influence outcomes.

Responsibilities

• Recommends financial guidance aligned with client goals and needs.
• Builds and deepens relationships with clients using the bank's full capabilities.
• Analyzes client financial needs and suggests suitable banking services.
• Connects with clients through outreach and pipeline management activities and follows up.
• Makes decisions on client requests and refers to internal partners as needed.
• Collaborates with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Relationship Building

Pipeline Management

Attention to Detail

Collaboration

Prospecting

Credit Documentation Requirements

Credit and Risk Assessment

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused banking professional in the Los Angeles market to grow relationships and drive financial solutions for small businesses and clients. You will balance sales, risk, and relationship care while delivering customized offerings.

The role emphasizes outbound outreach, cross-functional collaboration, and a strong track record in sales and client service, with opportunities for career growth and advancement within the bank.