Business Solutions Advisor - SMB Banking & Client Growth

Bank of America; Millbrae (CA); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America in Millbrae, CA is seeking a client advisor to guide clients through borrowing and banking options, building lasting relationships and delivering tailored financial solutions. You will balance sales, risk, and client care with specialized knowledge and proactive client engagement.

The role trains at a financial center and may relocate within a reasonable commuting distance as needed. Excellent communication and a proven sales track record are essential.

Qualifications

• Experience with business-to-business sales and/or small business banking.
• Strong communication skills to influence clients.
• Effective customer service across end-to-end client experience.
• Proven sales track record.
• Ability to build productive partnerships and relationships.
• Experience with outbound phone sales.
• Experience with financial information and basic spreadsheets.
• Experience with in-person customer service and sales.
• Experience with small business clients.
• Experience meeting or exceeding goals.
• Knowledge of small business products and services.
• Bilingual skills (desired).

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

Skills

Business-to-business sales

Small business banking

Communication

Customer service

Sales track record

Partnerships

Outbound sales

Education

High School Diploma

Job description

Bank of America in Millbrae, CA is seeking a client advisor to guide clients through borrowing and banking options, building lasting relationships and delivering tailored financial solutions. You will balance sales, risk, and client care with specialized knowledge and proactive client engagement.

The role trains at a financial center and may relocate within a reasonable commuting distance as needed. Excellent communication and a proven sales track record are essential.