Business Solutions Advisor, Small Business Banking
Overview
You will own client relationships at a Bank of America financial center, delivering tailored borrowing and banking solutions. You will manage a portfolio of small business clients, conducting meetings to uncover needs and present products. Your work directly drives growth and client satisfaction in the Exton, PA market. This role blends sales expertise with consultative guidance, requiring sharp financial acumen and proactive outreach.
What You'll Do7
- 1Build and deepen relationships with new and existing clients by leveraging bank capabilities to meet their financial goals
- 2Analyze client financial needs and recommend borrowing and banking solutions that align with their priorities
- 3Connect with clients through outbound phone sales and pipeline management, following up consistently to address needs
- 4Make decisions on client requests and refer to internal partners for specialized services
- 5Partner with financial center leaders to coach associates during meetings, improving team client experience
- 6Manage the full client lifecycle from initial contact to problem resolution, ensuring satisfaction
- 7Drive new client acquisition by conducting meetings and presenting customized solutions
Requirements8
- 1Business-to-business sales experience with a proven track record of meeting or exceeding goals
- 2Strong communication skills to influence clients and build productive partnerships
- 3Effective customer service skills managing end-to-end client experience and resolution
- 4Experience with outbound phone sales
- 5Desired: Bilingual Spanish
- 6Desired: Experience with financial information, spreadsheets, and financial skills
- 7Desired: Experience with small business clients and products
- 8High School Diploma / GED / Secondary School or equivalent
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
94-1687665 Bank of America, National Association
VerifiedBusiness Solutions Advisor, Banking & Small Business
Own the full client financial journey at Bank of America, advising on borrowing and banking solutions for clients across the Greater NC - VA South Market. Partner with financial center leaders to coach associates and drive team delivery, while managing your own portfolio of new and existing clients. This role offers the chance to build deep client relationships and influence market strategy, with training and placement flexibility across the region.
94-1687665 Bank of America, National Association
VerifiedBusiness Solutions Advisor - Bank of America Financial Center
You will own client acquisition and deepen relationships at Bank of America's Four Penn Center Financial Center in Philadelphia by connecting with clients through outbound calls and in-person meetings. You'll analyze client financial needs and present customized borrowing and banking solutions that align with their life plans. As part of a collaborative team, you'll partner with financial center leaders and performance managers to coach associates and drive sales. This role demands proven success in business-to-business sales and the ability to manage risk while delivering exceptional client care.
94-1687665 Bank of America, National Association
VerifiedBusiness Solutions Advisor at Bank of America
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.
94-1687665 Bank of America, National Association
VerifiedBusiness Solutions Advisor Bank of America Atlanta
Drive Responsible Growth by delivering personalized financial advice to clients across the entire life plan. This role focuses on building strong relationships through tailored solutions and exceptional client experiences. The ideal candidate thrives in a collaborative environment and contributes to a culture of inclusivity and wellness.
94-1687665 Bank of America, National Association
VerifiedBusiness Solutions Advisor Bank of America Mitchell Ranch FL
The Business Solutions Advisor at Bank of America in Tampa, Florida will own client relationships across the full spectrum of borrowing and banking services. This role focuses on delivering personalized financial advice and driving client acquisition while maintaining high standards of operational risk and relationship care.
94-1687665 Bank of America, National Association
VerifiedBusiness Solutions Advisor Santa Monica Market
The role owns personalized financial advice for clients across the full borrowing and banking spectrum. It balances sales performance operational risk and client care. This position drives Responsible Growth by delivering exceptional client experiences and contributing to a collaborative in-office culture.