Strategic Banking Solutions Advisor

Bank of America; Los Angeles (CA); On-site; USD 65,000 - 105,000; Full time

Job summary

Bank of America is seeking a Financial Center professional to provide personalized service across borrowing and banking offerings, helping clients reach their financial goals with tailored solutions.

The role balances sales, risk management, and client relationship care, with training at a financial center and potential relocation within a reasonable commuting distance. This position supports an in‑office culture with flexible arrangements based on role needs.

Qualifications

• High School diploma or GED required.
• Experience with banking products and services preferred.
• Strong communication and sales skills.
• Bilingual skills are a plus.

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 complementary services.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow‑up routines to meet client needs.
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs.
• Partners with financial center leaders and managers to provide guidance and coaching during meetings to enhance client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Center professional to provide personalized service across borrowing and banking offerings, helping clients reach their financial goals with tailored solutions.

The role balances sales, risk management, and client relationship care, with training at a financial center and potential relocation within a reasonable commuting distance. This position supports an in‑office culture with flexible arrangements based on role needs.