Bank of America
Strategic Small-Business Banking Advisor
Bank of America, Rancho Santa Margarita, California, United States, 92688
A leading financial institution in Rancho Santa Margarita seeks a skilled client advisor to offer personalized service and guidance to clients. The ideal candidate will possess strong sales experience and communication skills, helping clients navigate financial solutions tailored to their needs. Responsibilities include building client relationships, analyzing financial needs, and conducting outreach. This role requires a high school diploma and offers a dynamic work environment with opportunities for growth.
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