Business Solutions Advisor - Cooper City Financial Center - Cooper City, FL

Bank of America • Cooper City, FL

23h • Onsite

About The Position

This role provides specialized, personalized advice and guidance to financial center clients across borrowing and banking offerings, supporting clients at each stage of their life plans. The Business Solutions Advisor acquires new client relationships and deepens existing ones by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. The role balances sales performance, operational risk, and client relationship care through specialized expertise.

The position is based at the Cooper City Financial Center in Cooper City, Florida. Bank of America describes an in-office culture designed to support collaboration, engagement, and career development, with role-specific workplace expectations and flexibility based on business needs.

Requirements

• Demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills and the ability to effectively influence clients.
• 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 credential, or equivalent.

Nice To Haves

• Bilingual Spanish.
• 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.

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 full capabilities of the bank.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend services suited to 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.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
• Opportunities to learn, grow, and build a career.

What This Job Offers

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