Business Solutions Advisor - Houston South Market

Bank of America • Pasadena, TX

2d • 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 through each stage of their financial life plans. The role acquires new client relationships and deepens existing ones through client meetings and customized recommendations that help clients work toward their financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise.

The position covers the entire Houston South Market. The specific financial center will be selected based on business needs. New hires train at one financial center and may subsequently be assigned to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America maintains an in-office culture; onsite work may be required under its 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 complete 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 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 use knowledge of borrowing and banking to recommend services suited to their priorities.
• Connect with clients through outreach and pipeline management, and consistently follow up to address their 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.
• Support for teammates’ physical, emotional, and financial wellness.

What This Job Offers

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