Financial Solutions Advisor – Small Business Banking

Tech Sales Jobs; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in Houston seeks a Business Solutions Advisor to provide specialized guidance and services to financial center clients across borrowing and banking offerings. You will deepen client relationships by presenting tailored solutions and balancing sales, risk, and service effectively.

The role emphasizes outbound outreach, collaboration with center leaders, and coaching to deliver exceptional client experiences while meeting growth goals.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Has a proven sales track record.
• Experience with outbound phone sales.
• Experience meeting or exceeding goals.
• Bilingual skills.

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

B2B sales

Small business banking

Strong communication

Customer service

Sales track record

Outbound sales

Partnership building

Relationship management

Attention to detail

Collaboration

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Houston seeks a Business Solutions Advisor to provide specialized guidance and services to financial center clients across borrowing and banking offerings. You will deepen client relationships by presenting tailored solutions and balancing sales, risk, and service effectively.

The role emphasizes outbound outreach, collaboration with center leaders, and coaching to deliver exceptional client experiences while meeting growth goals.