Business Solutions Advisor - Wheaton Financial Center - Bilingual Spanish Required

Bank of America; Wheaton (IL); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team as a financial advisor. This role involves providing personalized financial guidance to clients, helping them achieve their goals through tailored solutions. You'll engage with clients, build relationships, and leverage your expertise to enhance their banking experience. With a commitment to diversity and inclusion, this company offers a supportive environment where you can grow and make a meaningful impact. If you thrive in a collaborative setting and have a passion for helping others, this opportunity is perfect for you.

Benefits

Paid Time Off

Industry-leading Benefits

Incentive Eligibility

Community Impact Resources

Qualifications

• Proven success in business-to-business sales or small business banking.
• Strong communication skills and ability to influence clients effectively.

Responsibilities

• Recommends financial advice aligned with client goals.
• Builds relationships with clients leveraging bank capabilities.
• Analyzes financial needs and suggests suitable services.

Skills

Client Management

Customer and Client Focus

Relationship Building

Risk Management

Attention to Detail

Collaboration

Prospecting

Issue Management

Referral Identification

Credit Documentation and Assessment

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

We are committed to being a diverse and inclusive workplace, hiring individuals from various backgrounds and investing in our teammates and their families through competitive benefits supporting their well-being. Bank of America values collaboration and flexibility, adapting our approach based on roles within the organization.

Working at Bank of America offers opportunities to learn, grow, and make an impact, empowering you to make a difference. Join us!

Job Description:

This role involves providing specialized and personalized service, offering advice and guidance to financial center clients across the full spectrum of borrowing and banking services at each stage of the client's life plan. Key responsibilities include acquiring new clients and deepening existing relationships by conducting meetings and presenting tailored solutions to help clients achieve their financial goals. The role requires balancing sales performance, operational risk, and client relationship management by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance aligned with client goals and needs
• Builds and deepens relationships with clients by leveraging the bank's capabilities
• Analyzes client financial needs and recommends suitable financial services
• Engages clients through outreach and pipeline management, with regular follow-up
• Decides on client requests and refers to internal partners as needed
• Collaborates with financial center leaders and team members to deliver exceptional client experiences

Required Qualifications:

• Proven success in business-to-business sales or small business banking
• Strong communication skills and ability to influence clients effectively
• Excellent customer service skills and problem resolution abilities
• Track record of successful sales
• Ability to build productive partnerships and relationships
• Experience with outbound phone sales

Desired Qualifications:

• Financial literacy, including spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Proven ability to meet or exceed goals
• Knowledge of small business products and services
• Bilingual skills (preferred)

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation and Assessment
• Pipeline and 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 and Benefits:

Location: US - MD - Wheaton - 2601 University Blvd W (MD9970)

Pay range: $26.00 - $32.89 hourly, based on experience, education, and skills. Incentive eligibility is included, with plans potentially comprising monthly, quarterly, and annual rewards based on performance. The role is benefits-eligible, offering industry-leading benefits, paid time off, and resources to support employee well-being and community impact.