Business Solutions Advisor - Fremont Beacon Financial Center

Bank of America • Fremont, CA

1d • $26 - $35 • Onsite

About The Position

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

The advisor also partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings, helping the team deliver an exceptional client experience. This is an in-office role, with workplace expectations determined by the responsibilities of the role and 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 qualification, 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 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 client financial needs and use knowledge of borrowing and banking to recommend services suited to clients’ priorities.
• Connect with clients through outreach and pipeline management, and consistently 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 guidance and coaching to financial center associates during meetings.

Benefits

• Paid time off.
• Access to resources and support for employees.
• Eligibility to participate in a formulaic incentive plan.

What This Job Offers

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