Business Solutions Advisor - Inland Empire East Market

Bank of America • Palm Desert, CA

1d • $26 - $35 • Onsite

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 throughout the stages of their financial life plans. The role acquires new client relationships and deepens existing ones by conducting client meetings and presenting customized solutions that support clients’ financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise.

The position is open across the Inland Empire East market. The specific Financial Center location is selected according to business needs. A new hire will 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. The role is in an in-office environment, subject to role-specific responsibilities and 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 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 client financial needs and apply knowledge of borrowing and banking to recommend financial services that align with clients’ priorities.
• Connect with clients through outreach and pipeline management, and conduct consistent follow-up to meet their 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.

Benefits

• Paid time off
• Industry-leading benefits
• Access to resources and support for employees

What This Job Offers

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