Business Solutions Advisor - Pacific Northwest Market

Bank of America • Portland, OR

9d

About The Position

At Bank of America, the Business Solutions Advisor provides specialized, personalized advice and guidance to financial center clients across borrowing and banking offerings at each stage of their financial lives. The advisor acquires new clients and deepens existing relationships by conducting meetings and presenting customized solutions that help clients achieve their financial goals. The role balances sales performance, operational risk, and client relationship care through specialized expertise.

The position is open across the Pacific Northwest market. The specific Financial Center location will be selected based on 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, as permitted by applicable law.

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 end-to-end 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 aligns with clients’ financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the bank’s full capabilities.
• Analyze clients’ financial needs and use knowledge of borrowing and banking to recommend services suited to their 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 and support exceptional client experiences.

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