Business Solutions Advisor -… at Bank of America · Englewood

Summary: Bank of America is committed to helping make financial lives better through the power of every connection. The Business Solutions Advisor role focuses on providing specialized and personalized service to financial center clients, acquiring new clients, and deepening existing relationships by offering customized financial solutions. 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: - Has demonstrated experience and proven success with business-to-business sales and/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 - Can build productive partnerships and working relationships - Is experienced with outbound phone sales - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Preferred 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 Required Skills: Business-to-business Sales, Small Business Banking, Outbound Phone Sales, Financial Information, Spreadsheets, Credit Documentation Requirements, Credit and Risk Assessment, Risk Management, Client Management, Client Solutions Advisory, Referral Identification, Referral Management, Pipeline Management, Prospecting Benefits: Industry-leading benefits, Access to paid time off, Resources and support to our employees