Business Solutions Advisor - Pacific Northwest Market

Bank of America • Lynnwood, WA

7d • 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, supporting clients at each stage of their financial plans. The advisor acquires new relationships and deepens existing ones 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 by applying specialized expertise.

The position is open across the Pacific Northwest market. The specific financial center will be selected based on business needs. New hires train 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 maintains an in-office culture; selected internal employees may be required to work onsite in accordance with the workplace excellence policy.

The role is 40 hours per week on the first shift. The listed hourly pay range is $26.00–$34.67, with offers determined by experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits, including access to paid time off.

Requirements

• High school diploma, GED, secondary school education, 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 end-to-end client experience and resolving problems.
• 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 clients’ financial needs and use knowledge of borrowing and banking to recommend services suited to their priorities.
• Connect with clients through outreach and pipeline management, and conduct consistent follow-up 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.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• 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