Financial Solutions Advisor - OC South Market

Bank of America; Newport Beach (CA); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Formulaic incentive eligible

Benefits eligible

Job summary

Bank of America is seeking a driven financial center professional to provide specialized service and guidance through the full spectrum of borrowing and banking offerings. You will acquire new clients and deepen existing relationships by presenting customized solutions to help clients achieve their financial goals.

The role balances sales, operational risk, and client care while leveraging your specialized expertise.

Qualifications

• High School Diploma or GED required.
• Strong communication and relationship-building skills.
• Experience in client-facing sales and financial services preferred.

Responsibilities

• Recommends financial advice and guidance aligning with client goals and needs.
• Builds and deepens relationships with clients by leveraging the bank's capabilities.
• Analyzes client financial needs and recommends suitable banking solutions.
• Connects with clients through outreach and pipeline management activities.
• Decides on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates during meetings and deliver exceptional client experiences.

Job description

Bank of America is seeking a driven financial center professional to provide specialized service and guidance through the full spectrum of borrowing and banking offerings. You will acquire new clients and deepen existing relationships by presenting customized solutions to help clients achieve their financial goals.

The role balances sales, operational risk, and client care while leveraging your specialized expertise.