Business Solutions Advisor - Yuba City Financial Center

Bank of America • Yuba City, CA

1d • $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 at each stage of their life plans. The role focuses on acquiring new client relationships and deepening existing ones by conducting client meetings and presenting customized solutions that help clients achieve their financial goals. The advisor balances sales performance, operational risk, and relationship care by applying specialized expertise.

The position is based at the Yuba City Financial Center. Bank of America maintains an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility determined by responsibilities and business needs. Employees working from home may apply, but selected candidates may be required to work onsite. The position is first shift and scheduled for 40 hours per week. It is eligible for a formulaic incentive plan and benefits.

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 the ability to manage the 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 that align with their priorities.
• Connect with clients through outreach and pipeline management, and follow up consistently 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, supporting an exceptional client experience.

Benefits

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

What This Job Offers

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