Business Solutions Advisor - Pacific Northwest Market

Bank of America • Lynnwood, WA

9d • $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 throughout each stage of their financial lives. The role acquires new client relationships and deepens existing ones by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise.

The role is open across the Pacific Northwest market. The financial center location will be selected based on business needs. New hires train at one financial center and may subsequently be placed at another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its work culture as in-office, with role-specific flexibility based on responsibilities and business needs. The listed role is first shift, 40 hours per week, and is eligible for a formulaic incentive plan. Pay is $26.00–$34.67 per hour, with offers determined by experience, education, and skill set.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills and 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 full capabilities.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend services that align with clients’ 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, supporting an exceptional client experience.

Benefits

• Benefits eligibility.
• Paid time off.
• Access to resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics.

What This Job Offers

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