Business Solutions Advisor - Greater Silicon Valley Market
About The Position
At Bank of America, the Business Solutions Advisor provides specialized, personalized service and guidance to financial center clients across borrowing and banking offerings, supporting clients through each stage of their financial lives. The role acquires new relationships and deepens existing ones by meeting with clients and presenting customized solutions that help them reach their financial goals. It balances sales performance, operational risk, and client relationship care through specialized expertise. The position covers the Greater Silicon Valley market. The specific financial center is selected according to business needs. A new employee trains at one financial center and may subsequently be placed at another location within a reasonable commuting distance of home, as permitted by applicable law. The role is in-office and is listed as first shift, with 40 hours per week.
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 end-to-end 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 qualification, 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 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 follow up consistently 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.
Benefits
- Access to paid time off.
- Industry-leading benefits and employee resources and support.
- Eligibility for a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
