Business Solutions Advisor - Pacific Northwest Market

Bank of America • Portland, OR

7d • Onsite

About The Position

At Bank of America, the Business Solutions Advisor provides specialized, personalized advice and guidance to financial center clients across borrowing and banking offerings, supporting them through each stage of their financial plans. The role builds new client relationships and deepens existing ones through client meetings and customized solutions that help clients achieve their financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise.

The position is open across the Pacific Northwest market. The specific financial center location is selected based on business needs. The employee will train at one financial center and may then be placed at another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America is committed to an in-office culture; onsite work may be required in accordance with workplace expectations and role-specific 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 influence clients effectively.
• Effective customer service skills, including the ability to manage the full end-to-end client experience and resolve problems.
• 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 clients’ financial needs and apply knowledge of borrowing and banking to recommend services suited to their 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.

What This Job Offers

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