Business Solutions Advisor - Montebello Financial Center

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. This role is responsible for providing 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.

We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. Our in-office culture supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities and 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, 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 assist with team delivery of an exceptional client experience.
• Balance sales performance, operational risk, and client relationship care by leveraging specialized expertise.

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, or equivalent secondary school education.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position: FDIC, Safe Act, Loan Originators.

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

Schedule

1st shift (United States of America), 40 hours per week.