Business Solutions Advisor - Austin San Antonio Market

About the role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. We foster an inclusive workplace where every teammate can succeed, build a career and contribute to shared success, offering competitive and flexible benefits. This position provides specialized and personalized service, offering advice and guidance to financial center clients across the full spectrum of borrowing and banking offerings throughout the client’s life plan. The role involves acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to help them achieve their financial goals. The position is open for the entire market, with the specific financial center location selected based on business needs.

Responsibilities

• Recommend financial advice and guidance that align with client financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client’s unique priorities.
• Connect with clients through outreach and pipeline management activities and conduct consistent follow‑up routines to meet client needs.
• Make decisions on client requests and refer to appropriate internal partners based on client needs.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience.

Required Qualifications

• Demonstrated experience and proven success with business‑to‑business sales and/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.
• Experience with outbound phone sales.

Desired Qualifications

• Experience with financial information, spreadsheets and financial analysis.
• 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.

Skills

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

Education

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Schedule

Shift: 1st shift (United States of America). Hours per week: 40.