Small Business Banking Solutions Advisor

Bank of America; San Rafael (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

Bank of America in San Rafael, CA is seeking a client-focused professional to provide personalized banking guidance and borrowing solutions across the client life cycle. You will meet clients, assess their financial goals, and present tailored solutions to deepen relationships and drive service excellence.

The role balances sales performance with operational risk and client care, requiring strong communication, relationship-building, and the ability to collaborate with internal partners to

Qualifications

• High School Diploma or equivalent.
• FDIC, Safe Act, and Loan Originators laws restrict some hires.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with clients by leveraging bank capabilities.
• Analyzes client needs and suggests borrowing and banking services accordingly.
• Connects with clients through outreach and follows up regularly.
• Makes referrals to internal partners based on client needs.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in San Rafael, CA is seeking a client-focused professional to provide personalized banking guidance and borrowing solutions across the client life cycle. You will meet clients, assess their financial goals, and present tailored solutions to deepen relationships and drive service excellence.

The role balances sales performance with operational risk and client care, requiring strong communication, relationship-building, and the ability to collaborate with internal partners to