Strategic Banking Solutions Advisor

Tech Sales Jobs; San Antonio (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a Business Solutions Advisor to serve the Austin-San Antonio market, delivering tailored banking guidance to help clients meet their financial goals in a full-time capacity. This role emphasizes client relationships and responsible growth within an in-office culture.

You will acquire new clients and deepen existing relationships through meetings, presenting customized solutions, and balancing sales performance with risk and service excellence.

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.

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 additional financial services.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow‑up routines.

Skills

B2B sales

Small business banking

Communication skills

Customer service

Sales track record

Outbound sales

Education

High School Diploma / GED

Job description

Bank of America is seeking a Business Solutions Advisor to serve the Austin-San Antonio market, delivering tailored banking guidance to help clients meet their financial goals in a full-time capacity. This role emphasizes client relationships and responsible growth within an in-office culture.

You will acquire new clients and deepen existing relationships through meetings, presenting customized solutions, and balancing sales performance with risk and service excellence.