Business Solutions Advisor - Greater Silicon Valley Market

Bank of America • Campbell, CA

5d • 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, supporting clients at each stage of their financial plans. The role acquires new relationships and deepens existing ones through client meetings and tailored recommendations that help clients pursue their financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise.

The position is open across the Greater Silicon Valley market. The specific Financial Center location is selected based on business needs. New hires 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 has an in-office culture, with onsite work expectations based on role responsibilities and business needs.

This role is eligible for a formulaic incentive plan, with incentives earned based on performance against defined metrics. It is benefits eligible. The listed hourly pay range is $26.00–$34.67; offers are determined based on 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 effectively influence clients.
• Effective customer service skills, including managing the end-to-end 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 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.
• 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.

Benefits

• Paid time off.
• Access to resources and support for employees.
• Benefits eligibility.
• Formulaic incentive plan with performance-based incentive opportunities.

What This Job Offers

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