Business Solutions Advisor

About the Role

At Bank of America, we are committed to helping make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting teammate wellness.

Key Responsibilities

• Provide specialized and personalized service, offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
• Acquire new and deepen existing client relationships by conducting client meetings and presenting customized solutions to help clients achieve their financial goals.
• Effectively balance sales performance, operational risk, and client relationship care by leveraging specialized expertise.
• Recommend financial advice and guidance that align with client financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities.
• Connect with clients through outreach and pipeline management activities and conduct consistent follow-up routines to meet client needs.
• Make decisions on client requests and make referrals to appropriate internal partners based on client needs.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience.

Requirements & Tech Stack

• Demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Effective customer service skills with the ability to manage the full client end-to-end experience and problem resolution.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experienced with outbound phone sales.
• Experience with financial information, spreadsheets and financial skills.
• Experience with in-person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
• Bilingual Spanish.

Skills

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

Qualifications

• High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift

Hours Per Week: 40