Business Solutions Advisor - Skylake Financial Center - North Miami Beach, FL

Bank of America • North Miami, FL

1d • 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 every stage of their financial life plans. The role acquires new clients and deepens existing relationships by holding client meetings and presenting customized solutions to help clients achieve their financial goals. The advisor balances sales performance, operational risk, and client relationship care by applying specialized expertise. The position is based at the Skylake Financial Center in North Miami Beach, Florida, and is an in-office role subject to role-specific workplace expectations.

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 and the ability to manage the complete 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 Spanish.

Responsibilities

• Recommend financial advice and guidance that align 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 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.

Benefits

• Affordable, competitive, and flexible benefits.
• Support for teammates’ physical, emotional, and financial wellness.

What This Job Offers

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