Banking Solutions Advisor for SMB Clients

Bank of America Corporation; Portland (OR); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America Corporation is seeking a client-oriented banking professional to manage relationships with business clients, provide tailored financial guidance, and drive sales across borrowing and banking products. The role emphasizes balancing client service with sales performance in a dynamic market.

Ideal candidates will have B2B or small business banking experience, strong communication, and proficiency in handling end-to-end client experiences.

Qualifications

• Experience in 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.
• Working knowledge of small business products and services.
• Bilingual skills.

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 suitable financial services.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines.
• Makes decisions on client requests and refers to internal partners based on client needs.
• Partners with financial center leaders and managers to provide guidance and coaching to associates during meetings.

Skills

Client Management

Relationship Building

Pipeline Management

Prospecting

Attention to Detail

Communication

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a client-oriented banking professional to manage relationships with business clients, provide tailored financial guidance, and drive sales across borrowing and banking products. The role emphasizes balancing client service with sales performance in a dynamic market.

Ideal candidates will have B2B or small business banking experience, strong communication, and proficiency in handling end-to-end client experiences.