Business Solutions Advisor - Inland Empire West Market

Bank of America • Apple Valley, CA

19d • $26 - $35 • Onsite

About The Position

At Bank of America, the Business Solutions Advisor provides specialized, personalized service, advice, and guidance to financial center clients across the bank’s borrowing and banking offerings, supporting clients at each stage of their financial life plan. The role acquires new relationships and deepens existing ones by meeting with clients and presenting customized solutions to help them achieve their financial goals. The advisor balances sales performance, operational risk, and client relationship care while applying specialized expertise.

The position is open across the Inland Empire West Market. The specific financial center will be selected based on business needs. New hires train at one financial center and may subsequently be placed at another location within a reasonable commuting distance of home, as permitted by applicable law. The role is in-office in accordance with role responsibilities and workplace policy. It is a first-shift position with 40 hours per week.

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 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 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 full capabilities of the bank.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional services suited to 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 an exceptional client experience.

Benefits

• Benefits eligibility.
• Paid time off.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.

What This Job Offers

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