Business Solutions Advisor - San Juan Capistrano Financial Center

Bank of America

San Juan Capistrano, CA, US
Base: $26.00 - $33.72 hourly; bonus/equity: formul...
In-office
Client solutions advisory
Customer and client focus
Pipeline management
Bank of America is seeking a Business Solutions Advisor for their San Juan Capistrano Financial Center, focused on providing personalized service and financial guidance to clients. The ideal candidate will have a background in business-to-business sales and strong communication skills to help clients achieve their financial goals

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 and offers industry-leading benefits, access to paid time off, resources and support to our employees.

Matching Summary

Match Score: 85

Bank of America is seeking a Business Solutions Advisor for their San Juan Capistrano Financial Center, focused on providing personalized service and financial guidance to clients. The ideal candidate will have a background in business-to-business sales and strong communication skills to help clients achieve their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Relationship Building
  • Outbound phone sales experience

Nice-to-have

  • Financial information and spreadsheets
  • In-person customer service and sales
  • Small business client experience
  • Collaboration and issue management

Key Requirements

  • Demonstrated business-to-business sales and/or small business banking experience
  • Proven sales track record
  • High School Diploma / GED / Secondary School or equivalent
  • FDIC; Safe Act; Loan Originators regulations

Work Rights

Not specified

Tailored Resume

Cover Letter