Business Solutions Advisor - Central Valley Market

Bank of America • Bakersfield, CA

4d • $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 as clients progress through their life plans. The role acquires new relationships and deepens existing ones by meeting with clients and presenting customized solutions to support their financial goals. It balances sales performance, operational risk, and client relationship care through specialized expertise.

The position is open across the Central Valley Market. The specific financial center is selected according to business needs. The employee trains at one financial center and may then be placed at another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role is based on a first shift schedule and is listed as 40 hours per week. It is benefits eligible and participates in a formulaic incentive plan.

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 managing the full client experience and resolving problems.
• 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 use knowledge of borrowing and banking to recommend suitable additional or alternative services.
• Connect with clients through outreach and pipeline management, and follow up consistently to address 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 an exceptional client experience.

Benefits

• Benefits eligibility.
• Paid time off.
• Access to resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with incentive opportunities based on performance against defined metrics.

What This Job Offers

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