Financial Solutions Advisor - Small Business Banking

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

Job summary

Bank of America is seeking a client-focused banking professional in Santa Clara. The role delivers tailored financial guidance across borrowing and banking products, aiming to grow client relationships and balance sales with risk management.

You will meet with clients, assess their goals, and present solutions that fit their life plans. Strong communication, teamwork, and a proven sales track record are essential for success in this in-office role.

Qualifications

• High school diploma or GED required.
• Experience in business-to-business sales and/or small business banking preferred.
• Strong communication and customer service skills; ability to manage end-to-end client experience.

Responsibilities

• Recommends financial advice and guidance that align with client goals and needs.
• Builds and deepens relationships with new and existing clients by leveraging the bank's full capabilities.
• Analyzes client financial needs and applies banking knowledge to recommend suitable financial services.
• Connects with clients through outreach and pipeline management activities and conducts follow-up.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for delivering an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and 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 seeking a client-focused banking professional in Santa Clara. The role delivers tailored financial guidance across borrowing and banking products, aiming to grow client relationships and balance sales with risk management.

You will meet with clients, assess their goals, and present solutions that fit their life plans. Strong communication, teamwork, and a proven sales track record are essential for success in this in-office role.