Business Solutions Advisor - Highway 6 and Bissonnet Financial Center

Bank of America; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America is looking for a banking center professional to provide specialized service, guiding clients through borrowing and banking options as part of their life plan. You will meet with clients to propose tailored financial solutions, balancing sales, risk, and client care while supporting growth and client satisfaction.

The role emphasizes outbound engagement, relationship development, and collaboration with leaders to deliver an outstanding client experience across financial center

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication and client-facing skills with ability to influence.
• Proven sales track record with experience in outbound prospecting.

Responsibilities

• Recommends financial advice and guidance aligned with client goals and needs.
• Builds and deepens relationships by leveraging bank capabilities and presenting solutions.
• Handles client requests, makes referrals to internal partners, and ensures an exceptional client experience.

Skills

Client Management

Relationship Building

Prospecting

Communication

Sales Expertise

Attention to Detail

Education

High School Diploma

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.

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.

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.

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs Builds and deepening 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

• 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

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

Privacy Statement

https://careers.bankofamerica.com/en-us/privacy-notice

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

Learn about our four values that represent what we believe.

Pay Transparency

https://careers.bankofamerica.com/en-us/pay-transparency