Business Solutions Advisor - Coddingtown Center

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. This role is part of an in-office culture with specific requirements for office-based attendance, allowing for role-specific flexibility.

About the role

This position provides specialized and personalized service, offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to help clients achieve their financial goals.

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 tailored to the client's unique priorities
• Connect with clients through outreach and pipeline management activities, conducting consistent follow-up routines to meet client needs
• Make decisions on client requests and referrals 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 enhance client experience

Requirements

• 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 the 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
• High School Diploma / GED / Secondary School or equivalent

Qualifications

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
• A 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

Pay

Pay range: $26.00 - $34.67 hourly. Offers are determined based on experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan, which may include monthly, quarterly, and/or annual incentives based on performance against defined metrics.

Benefits

This role is benefits-eligible. We provide industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to sustainable business growth.

Schedule

• 1st shift
• 40 hours per week