Financial Solutions Advisor - Client Growth & Banking

ghr; Los Angeles (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 seeks a skilled professional to deliver specialized financial guidance to clients in our financial center. You will balance sales performance, operational risk, and client care while offering a full spectrum of borrowing and banking solutions.

Responsibilities include acquiring new clients, deepening relationships, and presenting customized solutions to help clients meet financial goals, with coaching from leaders to ensure an exceptional experience.

Qualifications

• Experience and proven success in business-to-business sales or small business banking.
• Strong communication skills with the ability to influence clients.
• Customer service skills to manage the full client end-to-end experience and resolve problems.
• Proven sales track record demonstrating results.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs and recommends banking solutions.
• Connects with clients via outreach and pipeline management with follow-up.
• Makes decisions on client requests and referrals to internal partners.
• Collaborates with leaders to coach associates for an exceptional client experience.

Skills

Sales experience

Communication skills

Customer service

Sales track record

Partnership building

Outbound sales

Education

High School Diploma / GED

Job description

Bank of America seeks a skilled professional to deliver specialized financial guidance to clients in our financial center. You will balance sales performance, operational risk, and client care while offering a full spectrum of borrowing and banking solutions.

Responsibilities include acquiring new clients, deepening relationships, and presenting customized solutions to help clients meet financial goals, with coaching from leaders to ensure an exceptional experience.