Business Solutions Advisor - Camarillo Financial Center

Bank of America • Camarillo, CA

8d • 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 each stage of their financial life plan. The advisor acquires new clients and deepens existing relationships by meeting with clients and presenting customized solutions to help them achieve their financial goals. The role balances sales performance, operational risk, and client relationship care through specialized expertise.

The position is based at the Camarillo Financial Center. Bank of America describes an in-office culture supporting collaboration, engagement, and career development, with onsite work expectations determined by role responsibilities and business needs. The role is first shift and scheduled for 40 hours per week.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Demonstrated experience and proven success in 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.

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 appropriate additional or alternative services.
• Conduct client outreach and pipeline management, with consistent follow-up to address 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

• Benefits eligibility.
• Access to paid time off.
• Formulaic incentive plan eligibility, 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