Business Solutions Advisor - Lake Grove Financial Center

Bank of America • Lake Oswego, OR

1d • 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 as they progress through their financial lives. The role acquires new client relationships and deepens existing ones through client meetings and customized solutions designed to support clients’ financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise. The position is based at the Lake Grove Financial Center and is subject to Bank of America’s in-office expectations; selected internal employees working from home may be required to work onsite in accordance with workplace policy.

Requirements

• Demonstrated experience and proven success in 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 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 client financial needs and apply knowledge of borrowing and banking to recommend services suited to clients’ priorities.
• Conduct client outreach, manage pipelines, and follow up consistently 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