Orange County Financial Solutions Advisor

Bank of America; Irvine (CA); On-site; USD 54,000 - 72,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America in Irvine, CA is seeking a client-focused banking professional to deliver specialized guidance across borrowing and everyday banking products, helping clients plan for their financial future. You will balance sales, risk management, and client care while coordinating with internal partners to meet client needs.

Ideal candidates have strong communication, proven sales experience, and a track record of building lasting client relationships.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Can build productive partnerships and working relationships.
• Is experienced with outbound phone sales.
• Experience with financial information, spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Experience meeting or exceeding goals
• A working knowledge of small business products and services
• Bilingual skills

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client’s unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial centre leaders, performance managers, and market leaders to provide specialised guidance and coaching to financial centre associates during meetings to assist with team delivery of an exceptional client experience

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Irvine, CA is seeking a client-focused banking professional to deliver specialized guidance across borrowing and everyday banking products, helping clients plan for their financial future. You will balance sales, risk management, and client care while coordinating with internal partners to meet client needs.

Ideal candidates have strong communication, proven sales experience, and a track record of building lasting client relationships.