Financial Solutions Advisor: Grow Client Relationships

Bank of America; Los Angeles (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in Los Angeles is seeking a dynamic Client Management professional to provide advisory support and drive banking solutions for business clients across borrowing and deposit products.

You will nurture client relationships, assess financial needs, present tailored solutions, and manage the sales pipeline with internal partners to deliver an exceptional client experience while balancing revenue and risk.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective 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.
• Experience with financial information, spreadsheets and financial skills.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
• Bilingual skills.

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

Referral Management

Pipeline Management

Relationship Building

Attention to Detail

Collaboration

Prospecting

Negotiation

Outbound Sales

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Los Angeles is seeking a dynamic Client Management professional to provide advisory support and drive banking solutions for business clients across borrowing and deposit products.

You will nurture client relationships, assess financial needs, present tailored solutions, and manage the sales pipeline with internal partners to deliver an exceptional client experience while balancing revenue and risk.