Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job 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 clients to help them achieve their financial goals. Job expectations include 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
Required Qualifications:
• Bilingual Mandarin Required
• Has demonstrated experience and proven success with business-to-business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.
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 Mandarin
Skills:
• Risk Management
• Client Management
• Client Solutions Advisory
• Referral Identification
• Customer and Client Focus
• Credit and Risk Assessment
• Client Experience Branding
• Pipeline Management
• Referral Management
• Credit Documentation Requirements
• Issue Management
• Prospecting
• Relationship Building
• Attention to Detail
• Collaboration
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC; Safe Act; Loan Originators
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
[Music in background throughout]
As a Business Solutions Advisor at Bank of America, my job is being the on-site business specialist able to fulfill emerging business owners and small business client’s business and personal needs. I conduct client-centric Business Priorities meetings and leverage an appointment setting contact strategy to fulfill the financial needs of our business client’s financial priorities.
On screen copy:
Helping clients with new digital banking solutions
My role is to strategically prioritize my portfolio based on seasonality of the business, client segments and date of last contact to increase connectivity with clients in our portfolio.
As a Business Solutions Advisor, I am committed to helping our clients reach their financial goals by advocating for them in every interaction. As a client advocate, I strive to go beyond resolving their current need by listening to the client business priorities, providing advice, and connecting our clients to benefits we can offer along their journey.
On screen copy:
● Listening to the client business priorities
● Providing advice
● Connecting our clients to benefits we can offer
Between building lasting relationships with clients, working with my peers in the Financial Center, attending team meetings, and working with business partners, I stay pretty busy. My work week extends from Monday to Saturday, depending on my clients’ needs.
It’s critical that I keep up to date on our products, services, tools, and resources to best serve my clients. I’m always working to learn and develop my skill set.
Working at Bank of America, I have support from an entire team of partners and subject matter experts. It really helps that I have access to a world-class team of specialists.
I get one-on-one career coaching from leaders who are truly invested in my success.
On screen copy:
One-on-one career coaching with your managers
And, when not helping clients, there’s often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients.
On screen copy:
● Manage portfolios
● Set appointments for future conversations
● Prepare for upcoming client meetings
● Learn more about Bank of America’s products and services
● Connect with teammates and partners
● Follow up with clients
Plus, there are opportunities to earn compensation above my base pay.
On screen copy:
Earn base pay plus incentives for performance
I also get to take advantage of a wide range of competitive benefits such as child care reimbursement and tuition reimbursement.
On screen copy:
Competitive Benefits
● 401(k)
● Medical, Dental & Vision
● 16 Weeks Paternity/Maternity
● Employee Discount Program
● Childcare Reimbursement
I feel fortunate to work for a company that values every employee for our differences. My job definitely requires me to think on my feet. But it’s also a job that plants my feet firmly on the path to success. Because once you get the hang of things, there’s tremendous opportunity for growth at Bank of America.
I know Bank of America is invested in helping me reach my full potential, so I can help our Small Business Clients reach theirs. We all have goals. Pursue yours at Bank of America.
On screen copy:
Bank of America® logo
Learn more: bankofamerica.com/Careers
On screen disclosure:
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
©2024 Bank of America Corporation. All rights reserved.
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MAP-7220496 Exp-04/25/2026
Full time
JR-24037382
Manages People: No
Travel: No
California pay range:
$26.00 - $32.89 hourly pay, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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