Strategic Banking Solutions Advisor

ghr; San Diego (CA); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Incentives program

Benefits eligibility

Job summary

Bank of America is hiring a role focused on providing specialized service and guidance to financial center clients. You will engage with clients to offer tailored borrowing and banking solutions, building lifetime relationships while balancing sales, risk, and client care.

Open for market-wide placement; role trains at a financial center and may relocate within a reasonable commuting distance. Strong communication and proven sales success are essential.

Qualifications

• Has proven success with B2B sales and/or small business banking.
• Strong communication with ability to influence clients.
• Proven ability to manage end-to-end client experience and meet goals.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships leveraging the bank's full capabilities.
• Analyzes client needs and recommends banking solutions that fit priorities.

Skills

Client Management

Relationship Building

Sales Experience

Communication Skills

Pipeline Management

Attention to Detail

Referral Identification

Risk Management

Collaboration

Issue Management

Education

High School Diploma / GED

Job description

Bank of America is hiring a role focused on providing specialized service and guidance to financial center clients. You will engage with clients to offer tailored borrowing and banking solutions, building lifetime relationships while balancing sales, risk, and client care.

Open for market-wide placement; role trains at a financial center and may relocate within a reasonable commuting distance. Strong communication and proven sales success are essential.