Business Solutions Advisor - Houston South Market

Bank of America • Pasadena, CA

4d • Onsite

About The Position

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

The position is open across the Houston South Market. The specific financial center location will be chosen based on business needs. The employee will train at one financial center and may then be placed at another location within a reasonable commuting distance of home, as permitted by law. Bank of America maintains an in-office culture, with expectations shaped by role responsibilities and business needs.

Requirements

• 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.
• High school diploma, GED, secondary school credential, or equivalent.

Nice To Haves

• Experience with financial information, spreadsheets, and financial skills.
• Experience in 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 that align with each client’s priorities.
• Connect with clients through outreach and pipeline management, and follow up consistently to meet their 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 an exceptional client experience.

What This Job Offers

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