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

Bank of America • Cooper City, FL

1d • 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 plans. 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 using specialized expertise. This role is based at the Cooper City Financial Center in Cooper City, Florida. Bank of America supports an in-office culture, and the selected employee may be required to work onsite in accordance with the workplace excellence policy.

Requirements

• Demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills and the ability to influence clients effectively.
• Effective customer service skills, including the ability to manage the full client experience and resolve problems.
• 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

• 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 bank’s full capabilities.
• Analyze client financial needs and use knowledge of borrowing and banking to recommend services aligned with clients’ 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, supporting an exceptional client experience.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

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