Finance Jobs in Westminster, CA

1 job found

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1mo ago

Business Solutions Advisor

Bank of America Westminster, CA

Westminster, CA

1mo ago Closed

$26 - $34/hr Full time Advisor Business Banking Client Relations

This position is no longer accepting applications (closed Aug 22, 2026).

Job Description

Bank of America is hiring a Business Solutions Advisor onsite in Westminster, CA to guide clients through borrowing and banking options at each life stage.

Responsibilities

Offer tailored financial guidance aligned with each client's goals and needs.
Develop and deepen relationships with new and existing clients by leveraging the bank's full suite of capabilities.
Assess client needs and apply knowledge of borrowing and banking to recommend alternative or additional services that fit their priorities.
Engage clients through proactive outreach and pipeline management, with consistent follow-up to address requirements.
Process client requests and route referrals to appropriate internal partners based on needs.
Collaborate with financial center leadership, performance managers, and market leaders to provide specialized guidance and coaching to associates, supporting an excellent client experience.

Requirements

Bilingual Vietnamese required.
Demonstrated experience and success in business-to-business sales and/or small business banking.
Strong communication skills with the ability to influence clients effectively.
Proven customer service skills with capability to manage the full end-to-end client experience and resolve issues.
Proven sales track record.
Able to build productive partnerships and working relationships.
Experience with outbound phone sales.
Education: High School Diploma / GED / Secondary School or equivalent.

Details

Location: Westminster, CA (onsite)
Shift: 1st shift (United States of America)
Hours per week: 40
Compensation: USD 26 - 34 per hour
Regulatory note: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the FDIC; Safe Act; Loan Originators

Skills

Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Risk Management
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Pipeline Management
Referral Management
Attention to Detail
Collaboration
Issue Management
Prospecting
Relationship Building

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