Business Solutions Advisor - San Gabriel Valley West Market

Bank of America • Monterey Park, CA

6d • Onsite

About The Position

The Business Solutions Advisor provides specialized, personalized service and advice to financial center clients across borrowing and banking offerings, supporting clients at each stage of their financial plans. The role acquires new client relationships and deepens existing ones through client meetings and customized solutions designed to help clients achieve their financial goals. It balances sales performance, operational risk, and client relationship care by applying specialized expertise.

The position covers the entire San Gabriel Valley West Market. The specific financial center assignment will be determined by business needs. A new hire will train at one financial center and may then be placed at another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America supports an in-office culture; onsite work may be required in accordance with its workplace excellence policy.

This role is first shift, 40 hours per week, and is eligible for a formulaic incentive plan and company benefits. The stated hourly pay range is $26.00–$34.67, with offers determined by experience, education, and skill set.

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, 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 services aligned 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.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual.

What This Job Offers

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