Business Solutions Advisor - Orange County South, Ca Area

Bank of America

Aliso Viejo, CA, US
Base: $26.00 - $33.72 hourly; bonus/equity: formul...
Business-to-business sales
Small business banking
Client relationship management
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan

Job Summary

  • This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
  • Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals.
  • This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.

Salary

Base: $26.00 - $33.72 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • business-to-business sales
  • small business banking
  • client relationship management
  • outbound phone sales
  • sales performance management

Nice-to-have

  • financial advice and guidance
  • client financial goals
  • exceptional client experience
  • collaboration and teamwork
  • attention to detail

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Demonstrated experience with business-to-business sales
  • Proven success with small business banking
  • Experience with outbound phone sales
  • FDIC; Safe Act; Loan Originators restrictions

Work Rights

Not specified

Tailored Resume

Cover Letter