Financial Solutions Advisor - Small Business Banking

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

Job summary

Bank of America is hiring for a role focused on providing specialized financial guidance to clients across borrowing and banking offerings. The position emphasizes balancing sales, operational risk, and client care while enhancing client relationships through meetings and customized solutions.

You will train at a financial center and may be placed at another location within a reasonable commuting distance; location is within the Southern California market including Irvine, Newport Beach, and

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills to influence clients.
• Customer service skills for end-to-end client experience and resolution.
• Proven sales track record and ability to build partnerships.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with clients leveraging bank capabilities.
• Analyzes client needs and recommends financial services.
• Connects with clients via outreach and pipeline management and follows up.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a role focused on providing specialized financial guidance to clients across borrowing and banking offerings. The position emphasizes balancing sales, operational risk, and client care while enhancing client relationships through meetings and customized solutions.

You will train at a financial center and may be placed at another location within a reasonable commuting distance; location is within the Southern California market including Irvine, Newport Beach, and