About The Position

This role provides specialized, personalized service, advice, and guidance to financial center clients across borrowing and banking offerings at each stage of their financial lives. The advisor acquires new client relationships and deepens existing ones through client meetings and customized solutions that support clients’ financial goals. The position balances sales performance, operational risk, and client relationship care by applying specialized expertise. Bank of America describes its culture as inclusive and supportive of teammate development and wellness. The company emphasizes an in-office culture for collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. If selected, employees currently working from home may be required to work onsite under the workplace excellence policy.

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 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 borrowing and banking expertise to recommend services suited to clients’ 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 supporting teammates’ physical, emotional, and financial wellness.
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