Strategic Small-Business Banking Advisor

Tech Sales Jobs; Perris (CA); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in Perris, CA is seeking a Business Solutions Advisor to provide specialized banking guidance and to deepen client relationships. The role focuses on the full spectrum of borrowing and banking solutions, balancing sales with risk and service.

The position is office-based with potential onsite placement within commuting distance. Training begins at a financial center with opportunities across the market.

Qualifications

• Experience with business‑to‑business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Proven track record in outbound phone sales.
• Excellent customer service and end‑to‑end client relationship management.

Responsibilities

• Recommends financial guidance aligning with client goals.
• Builds and deepens relationships with clients using bank capabilities.
• Analyzes client needs to propose suitable financial services.
• Outreaches to clients and maintains follow‑up routines.
• Makes decisions on client requests and refers to internal partners as needed.
• Collaborates with market leaders to coach associates for an exceptional client experience.

Skills

Client Management

Relationship Building

Prospecting

Outbound Sales

Communication

Education

High School Diploma / GED

Job description

Bank of America in Perris, CA is seeking a Business Solutions Advisor to provide specialized banking guidance and to deepen client relationships. The role focuses on the full spectrum of borrowing and banking solutions, balancing sales with risk and service.

The position is office-based with potential onsite placement within commuting distance. Training begins at a financial center with opportunities across the market.