Small Business Financial Solutions Advisor

Bank of America; San Diego (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Banking Center professional to provide personalized financial guidance across borrowing and banking offerings. You will acquire and deepen client relationships by presenting tailored solutions to help clients achieve their financial goals, balancing sales, risk, and service excellence.

This on-site role requires training at a center, with potential placement at nearby locations.

Qualifications

• Experience with B2B sales or small business banking.
• Strong communication and client service skills.
• Proven sales track record and ability to meet goals.

Responsibilities

• Recommends financial advice and guidance that align with client goals and needs.
• Builds and deepens relationships with clients using the full capabilities of the bank.
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend services that best fit their priorities.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates during meetings to deliver an exceptional client experience.

Skills

Client Management

Relationship Building

Prospecting

Pipeline Management

Credit Documentation

Risk Management

Communication

Outbound Sales

B2B Sales

Education

High School Diploma / GED

Job description

Bank of America is seeking a Banking Center professional to provide personalized financial guidance across borrowing and banking offerings. You will acquire and deepen client relationships by presenting tailored solutions to help clients achieve their financial goals, balancing sales, risk, and service excellence.

This on-site role requires training at a center, with potential placement at nearby locations.