Strategic Small Business Banking Advisor

Bank of America; Salinas (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Industry-leading benefits

Formulaic incentive plan

Job summary

Bank of America in Monterey/Salinas area seeks a results-driven advisor to provide financial solutions for small businesses up to $5M in revenue. You’ll grow profitability, open core accounts, and deepen client relationships while prospecting and leveraging CRM systems.

Expect field activity and cross-team collaboration to deliver a strong, client-centric experience. The role emphasizes outside sales, financial statement analysis, and proactive relationship management across partners and

Qualifications

• This role requires consultative sales experience in financial services or B2B sales.
• Ability to interpret financial statements and identify levers to improve outcomes.
• Strong outside sales mindset with prospecting discipline.
• Ability to analyze client financials and industry trends.
• Excellent communication and leadership capabilities.

Responsibilities

• Manage end-to-end client journey to deliver needs and drive sales opportunities while mitigating risk.
• Identify and refer specialized small business opportunities and solutions.
• Deliver a branded customer experience within aligned sales portfolios.
• Foster relationships with key partners to increase small business opportunities.
• Advise clients on credit solutions and digital capabilities to reach goals.
• Support sales delivery model to grow the bank's Small Business segment.
• Coach and develop associates and clients with a client-centric approach.

Skills

Client Experience Branding

Client Management

Prospecting

Written Communications

Oral Communications

Risk Management

Leadership

Pipeline Management

Financial Analysis

Relationship Development

Education

Bachelor's Degree in business, finance, economics or related field

Seven years of relevant work experience

Tools

CRM platforms

Job description

Bank of America in Monterey/Salinas area seeks a results-driven advisor to provide financial solutions for small businesses up to $5M in revenue. You’ll grow profitability, open core accounts, and deepen client relationships while prospecting and leveraging CRM systems.

Expect field activity and cross-team collaboration to deliver a strong, client-centric experience. The role emphasizes outside sales, financial statement analysis, and proactive relationship management across partners and