Business Solutions Advisor - San Gabriel Valley West Market

Bank of America • Monterey Park, CA

7d • $26 - $35 • Onsite

About The Position

At Bank of America, the Business Solutions Advisor provides specialized, personalized service and advice to financial center clients across borrowing and banking offerings at different stages of their financial lives. The role acquires new client relationships and deepens existing ones through client meetings and customized solutions designed to help clients achieve their financial goals. The advisor balances sales performance, operational risk, and client relationship care while applying specialized expertise.

The position covers the San Gabriel Valley West Market. The specific Financial Center location is selected based on business needs. After training at one financial center, an employee may be placed at another location within a reasonable commuting distance of home, as permitted by applicable law. The role is based in an in-office culture, with workplace expectations subject to 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 effectively influence clients.
• Effective customer service skills, including the ability to manage the full client experience from end to end and resolve 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, 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 that align with clients’ financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the bank’s full capabilities.
• Analyze client financial needs and use knowledge of borrowing and banking to recommend alternative or additional financial services suited to each client’s priorities.
• Connect with clients through outreach and pipeline management activities 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, supporting delivery of an exceptional client experience.

Benefits

• Access to paid time off.
• Industry-leading benefits and resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics.

What This Job Offers

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