Business Solutions Advisor - Central Valley Market

Bank of America • Bakersfield, 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, supporting clients through each stage of their financial lives. The role acquires new relationships and deepens existing ones by meeting with clients and presenting customized solutions to help them reach their financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise.

The position is open across the Central Valley Market, and the specific financial center is selected according to business needs. New employees train at one financial center and may subsequently be placed at another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America maintains an in-office culture; onsite work may be required in accordance with role responsibilities, business needs, and the workplace excellence policy.

This is a 1st-shift role, 40 hours per week. The hourly pay range is $26.00–$34.67, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan, with incentives based on performance against defined metrics. It is benefits eligible and provides access to paid time off and other employee resources and support.

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, 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.
• Conduct client outreach and manage pipelines, including 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.
• Access to paid time off.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.
• Resources and support for employees’ physical, emotional, and financial wellness.
• Affordable, competitive, and flexible benefits.

What This Job Offers

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