Business Solutions Advisor - Alhambra Main Financial Center

Bank of America • Alhambra, AZ

13d • Onsite

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 plans. The role acquires new clients and deepens existing relationships by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. It balances sales performance, operational risk, and client relationship care through specialized expertise.

The position is based at the Alhambra Main Financial Center. Bank of America is committed to an in-office culture, with workplace expectations determined by role responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite. The role is first shift, 40 hours per week, and is eligible for formulaic incentives and employee benefits.

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 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 education, 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 clients’ financial needs and apply knowledge of borrowing and banking to recommend suitable additional or alternative services.
• Connect with clients through outreach and pipeline management, and follow up consistently to meet their needs.
• Make decisions on client requests and refer clients to appropriate internal partners.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics.

What This Job Offers

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