Business Solutions Advisor - Santa Monica Coast Market

Bank of America • Los Angeles, CA

2d • 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 at each stage of their financial life plan. The role acquires new clients and deepens existing relationships by conducting client meetings and presenting customized solutions that support clients’ financial goals. It balances sales performance, operational risk, and client relationship care through specialized expertise.

The position is open across the market, with the specific Financial Center location determined by business needs. A new hire will train at one financial center and may then be placed at 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.

The role is first shift and works 40 hours per week. The advertised pay range is $26.00–$34.67 per hour, with offers determined by experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits, including paid time off.

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 the ability to manage the full end-to-end 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 client financial needs and apply knowledge of borrowing and banking to recommend services aligned with clients’ priorities.
• Connect with clients through outreach and pipeline management, and conduct consistent 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 specialized guidance and coaching to financial center associates during meetings, supporting exceptional client experiences.

Benefits

• Benefits eligibility
• Paid time off
• Formulaic incentive plan

What This Job Offers

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