Small Business Financial Solutions Advisor

Bank of America; Apple Valley (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America in the United States seeks a relationship-focused professional to provide specialized service and guidance to banking clients through borrowing and savings products. You will acquire new client relationships and deepen existing ones by meeting clients and presenting tailored solutions to help achieve financial goals.

The role balances sales, risk, and client care, leveraging expertise across banking products.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales.
• 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.
• Has a proven sales track record.
• Can build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

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 services.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Makes decisions on client requests and directs referrals to internal partners.
• Partners with center leaders and market leaders to provide guidance during meetings.

Skills

Client Management

Relationship Building

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Credit Documentation

Credit & Risk Assessment

Pipeline Management

Attention to Detail

Collaboration

Prospecting

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a relationship-focused professional to provide specialized service and guidance to banking clients through borrowing and savings products. You will acquire new client relationships and deepen existing ones by meeting clients and presenting tailored solutions to help achieve financial goals.

The role balances sales, risk, and client care, leveraging expertise across banking products.