Business Solutions Advisor - Fremont Beacon Financial Center

Bank of America • Fremont, CA

4d • Onsite

About The Position

At Bank of America, the Business Solutions Advisor provides specialized, personalized service, advice, and guidance to financial center clients across borrowing and banking offerings at each stage of their financial lives. The role acquires new client relationships and deepens existing ones through client meetings and customized recommendations that 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 Fremont Beacon Financial Center. Bank of America describes its workplace culture as inclusive and caring, and states a commitment to an in-office culture that supports collaboration, engagement, and career development; onsite work may be required under its 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 influence clients effectively.
• 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 bank’s capabilities.
• Analyze clients’ financial needs and use knowledge of borrowing and banking to recommend services aligned with their priorities.
• Conduct client outreach, manage a pipeline, and follow up consistently to meet client needs.
• Make decisions on client requests and refer clients to appropriate internal partners.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings.
• Balance sales performance, operational risk, and client relationship care.

Benefits

• Access to paid time off.
• Resources and support for employees.
• Benefits eligibility.

What This Job Offers

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