Business Solutions Advisor - Victory Drive Financial Center - Savannah, GA

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 has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths—whether shaped by military service, community college education, or a wide range of work and life experiences. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities and business needs.

About the Role

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. 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. The role requires effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners 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

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 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

Qualifications

Required

• High School Diploma / GED / Secondary School or equivalent

Desired

• 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