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 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

• Demonstrated success in business-to-business (B2B) sales and/or small business banking.
• Proven sales track record with experience in outbound phone sales.
• Strong communication skills with the ability to effectively influence clients.
• Effective customer service skills and the ability to manage the full end-to-end client experience.
• Ability to build productive partnerships and working relationships.

Preferred Qualifications

• Experience working directly with small business clients.
• Working knowledge of small business products and services.
• Experience with financial information, spreadsheets, and financial analysis.
• Experience meeting or exceeding sales goals.
• Bilingual skills.

Benefits

• Industry-leading benefits and access to paid time off.
• Formulaic incentive plan eligibility based on performance metrics.
• Opportunities for career growth, learning, and professional development.
• A culture focused on physical, emotional, and financial wellness.

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.