Business Solutions Advisor at Bank of America
Overview
You will own client relationships at the Wilshire and 15th Financial Center, advising on a full range of borrowing and banking products for small business clients. You will analyze financial needs, present tailored solutions, and deepen existing relationships through proactive outreach. As part of a collaborative team, you will work alongside financial center leaders to guide associates and ensure an exceptional client experience. This role blends sales acumen with risk management, offering the chance to make a direct impact on client success.
What You'll Do6
- 1Build and deepen client relationships by conducting meetings and presenting banking and borrowing solutions that match their goals.
- 2Analyze client financial needs and recommend alternative or additional services using knowledge of small business banking.
- 3Connect with clients through outreach and pipeline management, following up consistently to meet their needs.
- 4Make client requests decisions and refer to internal partners when appropriate.
- 5Coach financial center associates during meetings to improve team delivery of client experience.
- 6Manage end-to-end client experience, resolving issues while balancing sales and operational risk.
Requirements10
- 1High School Diploma or equivalent.
- 2Proven success in business-to-business sales or small business banking.
- 3Strong communication skills to influence clients effectively.
- 4Effective customer service skills with full-cycle problem resolution.
- 5Proven sales track record with ability to meet or exceed goals.
- 6Ability to build productive partnerships and working relationships.
- 7Experience with outbound phone sales.
- 8Experience with financial information, spreadsheets, and financial skills.
- 9Desired: experience with in-person customer service and sales.
- 10Desired: bilingual skills.
Salary Insight
$54 - $71k per year
Location
Required Skills
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