Business Solutions Advisor

2 days ago


Woodland Hills, California, United States Bank of America Full time
Job Title: Business Solutions Advisor

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice.

This role is responsible for providing specialized guidance and support to clients through the full spectrum of borrowing and banking offerings. Key responsibilities include:

  • Acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions
  • Recommending financial advice and guidance that align with client financial goals and needs
  • Building and deepening relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyzing client financial needs and applying knowledge of borrowing and banking to recommend alternative or additional financial services

Requirements:

  • Demonstrated experience and proven success with business-to-business sales, or small business banking
  • Strong communication skills with the ability to effectively influence clients
  • Effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
  • Proven sales track record
  • Ability to build productive partnerships and working relationships

Desired Qualifications:

  • 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

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.

This role is eligible for a formulaic incentive plan and offers a competitive salary and benefits package.



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