Business Solutions Advisor - Beverly Wilshire ...

Business Solutions Advisor - Beverly Wilshire Financial CenterTo proceed with your application, you must be at least 18 years of age.To proceed with your application, you must be at least 18 years of age.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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.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 and FINRA.Responsibilities:Recommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes 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 prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needsPartners 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 experienceRequired Qualifications:Has demonstrated experience and proven success with business-to-business sales and/or small business bankingHas strong communication skills with the ability to effectively influence clientsHas effective customer service skills with ability to manage the full client end-to-end experience and problem resolutionCan build productive partnerships and working relationshipsIs experienced with outbound phone salesDesired Qualifications:Experience with financial information, spreadsheets and financial skillsExperience with in-person customer service and salesExperience working with small business clientsExperience meeting or exceeding goalsA working knowledge of small business products and servicesSkills:Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentReferral ManagementAttention to DetailIssue ManagementProspectingRelationship BuildingThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:FDIC; Safe Act; Loan OriginatorsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentAs 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.Helping clients with new digital banking solutionsMy 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.● Listening to the client business priorities● Providing advice● Connecting our clients to benefits we can offerBetween 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.One-on-one career coaching with your managersAnd, 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.● 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 clientsPlus, there are opportunities to earn compensation above my base pay.I also get to take advantage of a wide range of competitive benefits such as child care reimbursement and tuition reimbursement.● Employee Discount ProgramI 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.Bank of America logoBank 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.To proceed with your application, you must be at least 18 years of age.To proceed with your application, you must be at least 18 years of age.Age requirement: Must at least be 18 years of age.California pay and benefits information$26.00 - $33.72hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis 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.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.Important notice:You are now leaving a Bank of America website.By clicking Continue, you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. 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Created: 2025-09-17