Business Solutions Advisor - Preferred Business West Burbank Valley North Market

Bank of America; Sun Valley (ID); Vor Ort; USD 36.000 - 48.000; Vollzeit

Benefits dieser Stelle

Competitive benefits

Incentive plan

Zusammenfassung

Bank of America is hiring to advise and guide clients through borrowing and banking opportunities across life stages. You’ll deepen client relationships by presenting tailored solutions and leveraging bank capabilities to meet financial goals.

The role balances sales performance with risk and client care, training at a central Financial Center before potential relocation within commuting distance. Open to market-wide placement per business needs.

Qualifikationen

• Experience in business-to-business sales and/or small business banking
• Strong communication skills with the ability to influence clients
• Excellent customer service skills covering end-to-end client experience
• Proven sales track record
• Ability to build productive partnerships and working relationships
• Experience with outbound phone sales

Aufgaben

• Recommends financial advice and guidance aligning with client goals
• Builds and deepens client relationships leveraging the bank's full capabilities
• Analyzes client needs using borrowing and banking knowledge to tailor services
• Connects with clients via outreach and pipeline management with regular follow-ups
• Makes decisions on client requests and refers to internal partners as needed
• Partners with leaders to coach associates during meetings for exceptional client experience

Kenntnisse

Client Management

Advisory

Client Solutions

Relationship Building

Pipeline Management

Referral Management

Credit Documentation

Credit and Risk Assessment

Attention to Detail

Collaboration

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

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.

Position Overview

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. This position is open for the entire market, and the specific Financial Center location will be selected based on business needs. If you are offered a position and commence employment, you will train at one financial center, and then the company may place you at another location within a reasonable commuting distance of your home to the extent permitted by applicable law.

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

• 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

Pay Transparency details

US - CA - Sun Valley - 8409 Laurel Canyon Blvd - CANYON PLAZA BC (CA8198)

Pay and benefits information

Pay range $26.00 - $34.67 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This 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.

Benefits

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.

Privacy Statement

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

About Bank of America

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‑faced 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.

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

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