Business Solutions Advisor
Bank of America • Yuba City, CA24d • Onsite
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Business Solutions Advisor - Yuba City Financial Center
Bank of America•Yuba City, CA
•Onsite
About The Position
The Business Solutions Advisor provides specialized, personalized service and advice to financial center clients across borrowing and banking offerings, helping clients at each stage of their financial plans. The role acquires new client relationships and deepens existing ones through client meetings and customized solutions designed to support their financial goals. It balances sales performance, operational risk, and client relationship care by applying specialized expertise. The position is based at the Yuba City Financial Center. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development; role-specific workplace expectations may require onsite work. The role is first shift and 40 hours per week. It is eligible for a formulaic incentive plan and company benefits, including access to paid time off.
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 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 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 apply knowledge of borrowing and banking to recommend services suited to each client’s 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, supporting an exceptional client experience.
Benefits
- Company benefits; the role is currently benefits eligible.
- Access to paid time off.
- Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
Job Search Resources
Career Resources
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