Strategic Client Banking Advisor

Bank of America; Dublin (CA); On-site; USD 74,501,000 - 99,344,000; Full time

Job summary

Bank of America in Dublin, CA is seeking a client-focused Financial Center Specialist who will provide personalized financial guidance and drive client relationships across borrowing and banking offerings. The role emphasizes balancing sales, risk, and client care while leveraging specialized expertise.

You will engage with clients, propose tailored solutions, and collaborate with internal partners to meet client needs while maintaining compliance and service excellence.

Qualifications

• Experience with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Excellent customer service and end-to-end client experience management.
• Proven sales performance and ability to build partnerships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships with clients using the bank's full capabilities.
• Analyzes client needs and suggests suitable banking services.
• Manages outreach and pipeline with consistent follow-up.
• Partners with leaders to coach associates for exceptional client experience.

Skills

B2B sales

Outbound sales

Client management

Communication skills

Sales track record

Collaboration

Education

High School Diploma or GED

Job description

Bank of America in Dublin, CA is seeking a client-focused Financial Center Specialist who will provide personalized financial guidance and drive client relationships across borrowing and banking offerings. The role emphasizes balancing sales, risk, and client care while leveraging specialized expertise.

You will engage with clients, propose tailored solutions, and collaborate with internal partners to meet client needs while maintaining compliance and service excellence.