Business Solutions Advisor - Gardena Main Financial Center

Bank of America • Gardena, CA

1d • Onsite

About The Position

At Bank of America, the common purpose is to help make financial lives better through the power of every connection, achieved by driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. The company is committed to being an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities served. Bank of America maintains an in-office culture with specific requirements for office-based attendance, while allowing for appropriate flexibility based on role-specific considerations. This role offers opportunities to learn, grow, and make an impact within a successful career path. The Business Solutions Advisor is responsible for providing specialized and personalized service, offering advice and guidance to financial center clients across the full spectrum of borrowing and banking offerings at each stage of their life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. The job requires effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Requirements

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced with outbound phone sales

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
• A working knowledge of small business products and services
• Bilingual skills

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Benefits

• access to paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees