Financial Solutions Advisor - Client Growth & Guidance

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

Job summary

Bank of America in Newport Beach is seeking a client-focused financial services professional to guide clients through borrowing and banking options, tailoring solutions to life goals while balancing sales and risk. You will cultivate strong relationships, perform needs analyses, and present recommendations to help clients reach their financial objectives.

The role emphasizes collaboration with center leaders and partners to deliver exceptional client experiences.

Qualifications

• Has demonstrated experience in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Can 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

Pipeline Management

Relationship Building

Prospecting

Referral Management

Risk Management

Attention to Detail

Collaboration

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Newport Beach is seeking a client-focused financial services professional to guide clients through borrowing and banking options, tailoring solutions to life goals while balancing sales and risk. You will cultivate strong relationships, perform needs analyses, and present recommendations to help clients reach their financial objectives.

The role emphasizes collaboration with center leaders and partners to deliver exceptional client experiences.