Business Solutions Advisor - Cooper City Financial Center - Cooper City, FL

Bank of America; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking an experienced Client Relationship Advisor to support financial center clients with borrowing and banking solutions. You will acquire new relationships and deepen existing ones by presenting customized financial options to help clients reach their goals.

The role emphasizes balancing sales performance, risk management, and client care, with opportunities for collaboration across leaders and teams to deliver an outstanding customer experience.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Experience building relationships with clients and advising on financial solutions.
• Ability to analyze client needs and propose appropriate borrowing and banking options.

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 bank's capabilities
• Analyzes client financial needs and applies banking knowledge to suggest suitable services
• Connects with clients through outreach and pipeline management activities and follows up regularly
• Makes decisions on client requests and refers to internal partners as needed
• Collaborates with center leaders and managers to coach associates for exceptional client experience

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Credit Documentation

Credit/Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Prospecting

Relationship Building

Education

High School Diploma / GED

Job description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering 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 our 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. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

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.

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

Desired Qualifications:

• Bilingual Spanish
• 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

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40