Business Solutions Advisor - Lake Grove Financial Center

Bank of America • Lake Oswego, OR

3d

About The Position

At Bank of America, the Business Solutions Advisor provides specialized, personalized service and advice to financial center clients across borrowing and banking offerings, supporting clients at each stage of their life plan. The role focuses on acquiring new clients and deepening existing relationships 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 partners with financial center leaders, performance managers, and market leaders to provide guidance and coaching to financial center associates during meetings, helping the team deliver an exceptional client experience. Bank of America describes an in-office culture designed to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. If selected, current employees working from home may be required to work onsite under the 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 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, 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 that align with clients’ financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the bank’s full capabilities.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend 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.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

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