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 pipeline activities, including 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

• Bilingual Mandarin proficiency is required.
• 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.
• 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.
• Working knowledge of small business products and services.

Benefits

• Competitive hourly pay and eligibility for formulaic incentive plans.
• Industry-leading benefits including access to paid time off.
• Resources and support focused on physical, emotional, and financial wellness.
• Opportunities for career growth and professional development within a global organization.

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 drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. We are committed to fostering an inclusive workplace where every teammate has the opportunity to succeed and contribute to our shared success.