Small Business Banking & Client Solutions Advisor

Bank of America; Los Angeles (CA); On-site; USD 74,501,000 - 99,344,000; Full time

Benefits offered by this job

Industry-leading benefits

Incentive opportunities

Job summary

Bank of America in Los Angeles seeks a client-focused banking professional to provide specialized guidance across borrowing and banking options while supporting clients through life stages. You will meet with clients to assess goals and present tailored solutions.

The role balances sales performance with risk management and requires collaboration with leaders to coach associates in delivering exceptional client experiences.

Qualifications

• Has demonstrated experience in B2B sales and/or small business banking.
• Strong communication skills with ability to influence clients.
• Proven sales track record and ability to manage end-to-end client experience.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs to propose suitable financial services.
• Connects with clients via outreach and pipeline management and follows up regularly.
• Makes referrals to internal partners based on client needs.
• Partners with leaders to coach associates for exceptional client experience.

Job description

Bank of America in Los Angeles seeks a client-focused banking professional to provide specialized guidance across borrowing and banking options while supporting clients through life stages. You will meet with clients to assess goals and present tailored solutions.

The role balances sales performance with risk management and requires collaboration with leaders to coach associates in delivering exceptional client experiences.