Strategic Client Solutions Advisor

Bank of America; Woodland Hills (KY); On-site; USD 74,501,000 - 99,344,000; Full time

Job summary

Bank of America in Woodland Hills, CA is hiring for a Financial Center Advisor role focused on providing specialized financial guidance and superior client service. You will develop and deepen client relationships, present tailored banking solutions, and balance sales performance with risk and service quality.

The position emphasizes outbound outreach, collaboration with market leaders, and delivering an exceptional client experience across the full spectrum of borrowing and banking offerings.

Qualifications

• Proven track record in business-to-business sales or small business banking.
• Strong communication skills with the ability to influence clients.
• Effective customer service skills with end-to-end client experience.
• Proven sales performance and the ability to build productive partnerships.
• Experience with outbound phone sales and client outreach.

Responsibilities

• Recommends financial advice and guidance aligning with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs and recommends banking/financial services.
• Connects with clients through outreach and pipeline management activities.
• Makes decisions on client requests and refers to internal partners.
• Collaborates with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Risk Management

Attention to Detail

Collaboration

Prospecting

Relationship Building

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America in Woodland Hills, CA is hiring for a Financial Center Advisor role focused on providing specialized financial guidance and superior client service. You will develop and deepen client relationships, present tailored banking solutions, and balance sales performance with risk and service quality.

The position emphasizes outbound outreach, collaboration with market leaders, and delivering an exceptional client experience across the full spectrum of borrowing and banking offerings.