Financial Solutions Advisor: Client Growth & Banking

Bank of America; Los Angeles (CA); On-site; USD 54,000 - 72,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Los Angeles is seeking an experienced Client Advisor to deliver personalized financial guidance and build strong client relationships across borrowing and banking products. You will balance sales performance with risk management while delivering exceptional service in a dynamic financial center.

The role emphasizes proactive outreach, cross-sell opportunities, and collaboration with line leaders to drive client success.

Qualifications

• Has demonstrated experience with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Effective customer service skills to manage the full end-to-end client experience.

Responsibilities

• Recommends financial advice and guidance aligning with client goals.
• Builds and deepens client relationships using the bank's full capabilities.
• Analyzes client financial needs to suggest appropriate services.
• Contacts clients via outreach and maintains follow-up routines.
• Makes decisions on client requests and referrals to internal partners.
• Leads with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Requirements, Credit, and Risk —   

Pipeline Management

Referral Management

Attention to Detail

Collaboration Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America in Los Angeles is seeking an experienced Client Advisor to deliver personalized financial guidance and build strong client relationships across borrowing and banking products. You will balance sales performance with risk management while delivering exceptional service in a dynamic financial center.

The role emphasizes proactive outreach, cross-sell opportunities, and collaboration with line leaders to drive client success.