Strategic Banking Solutions Advisor

Bank of America; Poway (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Poway, CA seeks a dedicated client advisor to support financial center clients through the full spectrum of borrowing and banking offerings. You will acquire new relationships and deepen existing ones by presenting customized solutions to help clients achieve their financial goals.

You will balance sales performance with operational risk and client care, while collaborating with center leaders to deliver a standout client experience.

Qualifications

• Experience in B2B sales or small business banking.
• Strong communication to influence clients.
• Excellent customer service and end-to-end client care.
• Proven sales track record and ability to meet targets.
• Able to build productive partnerships and cross-functional teamwork.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice aligned with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes needs and recommends banking solutions.
• Outreach and pipeline management with follow-up.
• Collaborates with leaders to coach associates during meetings.

Skills

Client Management

Client Solutions Advisory

Risk Management

Pipeline Management

Relationship Building

Prospecting

Referral Management

Education

High School Diploma / GED

Job description

Bank of America in Poway, CA seeks a dedicated client advisor to support financial center clients through the full spectrum of borrowing and banking offerings. You will acquire new relationships and deepen existing ones by presenting customized solutions to help clients achieve their financial goals.

You will balance sales performance with operational risk and client care, while collaborating with center leaders to deliver a standout client experience.