Strategic Banking Solutions Advisor

ghr; Los Angeles (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Paid time off

Job summary

Bank of America in Los Angeles seeks a client-facing Banking Advisor to provide specialized guidance across borrowing and banking products to help clients achieve their financial goals.

You will build relationships, assess client needs, and present tailored solutions while balancing sales, risk, and service quality. This role requires strong communication, a proven sales record, and the ability to work onsite in California.

Qualifications

• High School Diploma or equivalent required.
• Experience with business-to-business sales or small business banking preferred.
• Strong communication and customer service skills.

Responsibilities

• Recommends financial guidance aligning with client goals.
• Builds and deepens relationships using bank capabilities.
• Analyzes client needs and suggests suitable financial services.
• Outreach and pipeline management with follow-up routines.
• Makes decisions on client requests and referrals to internal partners.
• Collaborates with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED

Tools

N/A

Job description

Bank of America in Los Angeles seeks a client-facing Banking Advisor to provide specialized guidance across borrowing and banking products to help clients achieve their financial goals.

You will build relationships, assess client needs, and present tailored solutions while balancing sales, risk, and service quality. This role requires strong communication, a proven sales record, and the ability to work onsite in California.