Business Solutions Advisor - Santa Monica Coast Market

Bank of America • Los Angeles, CA

4d • $26 - $35 • Onsite

About The Position

The Business Solutions Advisor provides specialized, personalized service, advice, and guidance to financial center clients across borrowing and banking offerings at each stage of their life plan. The role acquires new clients and deepens existing relationships through client meetings and customized solutions that help clients achieve their financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise.

The position is open across the Santa Monica Coast Market. The specific Financial Center location is selected based on business needs. The employee trains at one financial center and may then be placed at another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes an in-office culture with expectations based on role responsibilities and business needs.

Requirements

• Demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills and the ability to influence clients effectively.
• Effective customer service skills, including managing the full client experience and resolving problems.
• A proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.
• High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

• 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.
• Working knowledge of small business products and services.
• Bilingual skills.

Responsibilities

• Recommend financial advice and guidance aligned with clients’ financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the bank’s capabilities.
• Analyze client financial needs and use knowledge of borrowing and banking to recommend services aligned with each client’s priorities.
• Connect with clients through outreach and pipeline management, and conduct consistent follow-up to meet client needs.
• Make decisions on client requests and refer clients to appropriate internal partners based on their needs.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings.

Benefits

• Paid time off
• Industry-leading benefits
• Incentive plan eligibility

What This Job Offers

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