Financial Solutions Advisor: Small Business Growth

National Black MBA Association; Los Angeles, Northern (CA, KY); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America is seeking a client-focused advisor to provide specialized financial guidance for banking and borrowing needs in a fast-paced environment. You will nurture relationships, analyze client needs, and present tailored solutions to help clients reach their life goals.

The role emphasizes balancing sales, operations risk, and client care while leveraging banking expertise. Strong communication and a proven sales background are essential, with bilingual skills considered a plus.

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Effective customer service skills and end-to-end client experience management.
• Proven sales track record and ability to build partnerships.
• Bilingual skills are a plus.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships with clients using bank capabilities.
• Analyzes client needs and offers financial services to meet priorities.
• Outreaches to clients and manages pipeline with consistent follow-up.
• Decides on client requests and referrals to internal partners as needed.
• Collaborates with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma

Job description

Bank of America is seeking a client-focused advisor to provide specialized financial guidance for banking and borrowing needs in a fast-paced environment. You will nurture relationships, analyze client needs, and present tailored solutions to help clients reach their life goals.

The role emphasizes balancing sales, operations risk, and client care while leveraging banking expertise. Strong communication and a proven sales background are essential, with bilingual skills considered a plus.