Financial Solutions Advisor, Small Business

National Black MBA Association; San Jose (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

Bank of America in San Jose, CA seeks a client-focused financial advisor to guide clients through borrowing and banking solutions. You will build relationships, analyze needs, and present tailored options to help clients reach financial goals.

Key duties include outreach, pipeline management, and coordinating with internal partners to ensure a seamless end-to-end client experience. A proven sales track record and strong communication are required.

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication skills to influence clients effectively.
• Proven sales track record with client end-to-end experience.
• Ability to build partnerships and outbound selling experience.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships using the bank's full capabilities.
• Analyzes client needs and suggests lending and banking options.
• Prospects and follows up to meet client needs and drive sales.
• Partner with leaders to coach associates for exceptional client experiences.

Skills

Business-to-Business sales

Client relationship management

Outbound phone sales

Communication skills

Problem solving

Sales track record

Education

High School Diploma / GED

Job description

Bank of America in San Jose, CA seeks a client-focused financial advisor to guide clients through borrowing and banking solutions. You will build relationships, analyze needs, and present tailored options to help clients reach financial goals.

Key duties include outreach, pipeline management, and coordinating with internal partners to ensure a seamless end-to-end client experience. A proven sales track record and strong communication are required.