Business Solutions Advisor - Skylake Financial Center - North Miami Beach, FL

Bank of America • North Miami Beach, FL

2d • Onsite

About The Position

At Bank of America, the Business Solutions Advisor provides specialized, personalized service, advice, and guidance to financial center clients across borrowing and banking offerings at each stage of their financial life plan. The role focuses on acquiring new client relationships and deepening 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 through specialized expertise.

The position is based at the Skylake Financial Center in North Miami Beach, Florida. Bank of America describes its culture as inclusive and centered on Responsible Growth, collaboration, career development, and teammate well-being. The company is committed to an in-office culture, with workplace expectations shaped by role-specific responsibilities and business needs. Internal employees working from home may apply, but selected candidates may be required to work onsite under 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.
• A proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.
• High school diploma, GED, secondary school, or equivalent.

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 Spanish.

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, supporting an exceptional client experience.

What This Job Offers

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