Business Solutions Advisor

Responsibilities

• Provide specialized financial advice and guidance to clients through borrowing and banking offerings.
• Acquire new clients and deepen existing relationships by conducting meetings and presenting customized solutions.
• Analyze client financial needs to recommend services that align with their unique priorities.
• Manage client outreach and pipelines through consistent follow-up routines.
• Partner with financial center leaders to provide specialized guidance and coaching to associates.
• Balance sales performance with operational risk and client relationship care.

Requirements

• Proven success in business-to-business (B2B) sales and/or small business banking.
• Demonstrated track record of meeting or exceeding sales goals.
• Experience with outbound phone sales.
• Strong communication and influencing skills.
• Ability to manage the full end-to-end client experience and resolve problems.
• High School Diploma, GED, or equivalent.

Preferred Qualifications

• Experience working directly with small business clients.
• Proficiency with financial information, spreadsheets, and general financial skills.
• Experience in in-person customer service and sales environments.
• Bilingual communication skills.

Benefits

• Industry-leading benefits and access to paid time off.
• Eligibility for formulaic incentive plans based on performance metrics.
• Opportunities for professional learning, growth, and career advancement.

About the Company

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