Business Banking Solutions Advisor

Bank of America

20d • Onsite

About The Position

At Bank of America, the Business Banking Solutions Advisor supports Small Business Banking clients through the end-to-end fulfillment of conventional and Small Business Administration (SBA) credit requests. The role supports individual credit transactions, including product fit, application submission, and loan fulfillment monitoring. It also assesses clients’ credit and treasury needs and recommends solutions that deepen relationships and improve client satisfaction.

The advisor partners with Small Business Bankers, field sales, credit fulfillment, and enablement teams to support initiatives, performance, and credit growth. This is a phone-based role, and the employee must be willing to work in that environment. Bank of America describes its culture as inclusive and caring and states that it is committed to an in-office culture, with flexibility based on role responsibilities and business needs.

Requirements

• At least 5 years of experience in commercial lending, financial credit analysis, structuring, underwriting, and portfolio management.
• Strong communication and analytical/technical skills, including financial accounting, modeling, and loan structuring.
• Commercial credit and treasury acumen developed through formal training and proven sales experience.
• Client-facing relationship management experience.
• Ability to clearly articulate the business plan to Small Business Bankers.
• Prior sales experience with a proven track record.
• Proven ability to quickly create credible relationships.
• Strong interpersonal skills and experience.
• Strong planning and organizational skills.
• Strong communication and presentation skills.
• Ability to partner effectively with sales leadership to drive or support line-of-business performance.
• Flexible and adaptable to changing business needs and requirements.
• Self-starter.
• Willingness to work in a phone-based environment.
• High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

• Bachelor’s degree in a related field.
• Small Business acumen, including strategy, operations, sales model, and product knowledge.
• Demonstrated success in associate coaching and development.
• Experience conducting root cause analysis and action planning.
• Experience with pipeline development and management.
• Mid-level experience with Microsoft Excel, Microsoft PowerPoint, and WebEx.
• Virtual and in-person presentation experience.

Responsibilities

• Partner with Small Business Bankers and field sales to confirm credit opportunities for product fit, industry fit, and deal structuring.
• Work with clients throughout the credit process, providing credit expertise, maintaining the credit pipeline, and delivering an enhanced client experience.
• Partner with credit fulfillment and enablement to improve processes and efficiencies across the end-to-end Small Business credit process.
• Support credit transactions by deepening client relationships and serving as the main point of contact for Small Business Bankers, field sales, the fulfillment team, and clients throughout the process.
• Support line-of-business performance by partnering effectively with sales leadership.
• Provide coaching on credit and treasury sales.

Benefits

• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED