Small Business Banking Solutions Advisor

National Black MBA Association; Dublin (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

Bank of America in the United States (California) is hiring for a client-facing banking role focused on financial guidance and relationship growth. You will manage client needs, propose tailored banking solutions, and balance sales with risk and service excellence.

The role emphasizes outbound sales, strong communication, and collaboration with internal partners to deliver outstanding client experiences.

Qualifications

• Has experience in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Excellent customer service to manage the full client end-to-end experience.
• Proven sales track record and ability to build partnerships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships using the bank's full capabilities.
• Analyzes client needs and suggests banking services to match priorities.
• Connects with clients through outreach and pipeline management with follow-up.
• Decides on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for delivering an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer 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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States (California) is hiring for a client-facing banking role focused on financial guidance and relationship growth. You will manage client needs, propose tailored banking solutions, and balance sales with risk and service excellence.

The role emphasizes outbound sales, strong communication, and collaboration with internal partners to deliver outstanding client experiences.