Top 14 Financial professional Jobs in Ojai, Ca

Business Solutions Advisor - Ventura Main Financial Center
Bank of America —Ventura, CA
- $26.00 - $34.67 an hour
- Full-time
- Bilingual
- Mid-level
- Office
12d
Financial Advisor
First Command Financial Services, Inc. —Ventura, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Solutions Advisor - Ventura Main Financial Center
Bank of America —Ventura, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Advisor
VC & Associates —Oxnard, CA
- $85,534 - $90,583 a year
- Part-time
- Customer service
- Research
- Financial services
- Flexible schedule
Quick Apply
2d

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financial professional jobs near ojai, ca

Business Solutions Advisor - Ventura Main Financial Center

Bank of America -
Ventura, CA

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Job Details

Full-time
$26.00 - $34.67 an hour
12 days ago

Qualifications

Customer relationship building
Phone communication
Managing clients in a customer support role
Customer engagement
Customer relationship management
Initial Contact (sales skills)
Prospecting
Telemarketing
Customer interaction during outreach

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
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. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

Recommends financial advice and guidance that align with client financial goals and needs
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

Has demonstrated experience and proven success with business-to-business sales and/or small business banking
Has strong communication skills with the ability to effectively influence clients
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
Has a proven sales track record
Can build productive partnerships and working relationships
Is experienced with outbound phone sales

Desired Qualifications:

Experience with financial information, spreadsheets and financial skills
Experience with in-person customer service and sales
Experience working with small business clients
Experience meeting or exceeding goals
A working knowledge of small business products and services
Bilingual skills

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

ADD FOR CA

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

FDIC; Safe Act; Loan Originators

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

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financial professional jobs in ojai, ca

Business Solutions Advisor - Ventura Main Financial Center

Financial Advisor

Financial Solutions Advisor - Ventura Main Financial Center

Financial Advisor

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