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Financial Solutions Advisor – Fairfield/Concord Area

Bank Of America · Antioch, Contra Costa County

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Company facts (cached)

Website: bankofamerica.com

The Bank of America Corporation is an American multinational bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters in Manhattan. The bank was formed by the merger of NationsBank and Bank of America in 1998. It is the second-largest banking institution in the United States and the second-largest bank in the world by market capitalization, both after JPMorgan Chase.

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Role overview (listing rewrite)

Join Bank of America as a Financial Solutions Advisor in Antioch, Contra Costa County, and help clients achieve their financial goals with personalized banking and lending solutions. This full-time opportunity is perfect for someone who thrives on building client relationships and providing expert financial guidance in the Fairfield and Concord area communities. About the Role As a Financial Solutions Advisor at Bank of America, you'll be the trusted point of contact for clients seeking financial products tailored to their unique needs. You'll work in our Antioch branch, serving customers throughout Contra Costa County and surrounding regions. This role combines relationship-building, product expertise, and consultative sales to deliver meaningful financial solutions. What You'll Do Assess client financial situations and recommend appropriate banking products, including deposit accounts, loans, credit products, and wealth management services Open new deposit and credit accounts, process loan applications, and manage account maintenance for existing clients Build and maintain strong client relationships through excellent service, regular follow-up, and proactive financial planning conversations Meet individual and team service goals and sales objectives while maintaining compliance with all banking regulations Stay current with Bank of America products and market conditions to provide informed recommendations Follow all FDIC, Safe Act, FINRA, and related regulatory requirements applicable to the financial services industry What We're Looking For High school diploma or equivalent; college degree preferred 1–2 years of customer service or sales experience, ideally in banking or financial services Strong communication skills and ability to connect with diverse clients Ability to understand financial products and explain them clearly to non-specialists Commitment to regulatory compliance and ethical business practices Willingness to obtain applicable banking certifications or licenses as required Reliable, professional demeanor with a genuine interest in helping clients succeed financially About Bank of America Bank of America operates a nationwide network of branches serving millions of customers. We're committed to providing comprehensive financial products and exceptional service to communities across the United States. How to Apply To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

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