Bank of America
Business Solutions Advisor - Flagship Center Financial Center
Bank of America, Rockville, Maryland, us, 20849
Overview
Business Solutions Advisor - Flagship Center Financial Center At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. We strive to be a Great Place to Work by fostering an inclusive workplace, attracting and developing talent, supporting teammates’ wellness, recognizing performance, and making an impact in the communities we serve. The role emphasizes an in-office culture with role-specific attendance requirements and flexibility where applicable. Join us to build a successful career with opportunities to learn, grow, and make an impact. Job Description
This role provides specialized, personalized service and guidance to financial center clients across borrowing and banking offerings throughout the client life cycle. Key responsibilities include acquiring new relationships and deepening existing ones by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. The role balances sales performance, operational risk, and client relationship care through specialized expertise. Responsibilities
Recommend financial advice and guidance aligned with client goals and needs Build and deepen relationships with new and existing clients using full bank capabilities Analyze client financial needs and apply knowledge of borrowing and banking to suggest suitable financial services Engage with clients through outreach and pipeline management; conduct consistent follow-up Make decisions on client requests and refer to internal partners when appropriate Partner with financial center leaders and market leaders to provide guidance and coaching to associates for an exceptional client experience Required Qualifications
Demonstrated experience and success in business-to-business sales or small business banking Strong communication skills with the ability to influence clients Effective customer service skills to manage the full client end-to-end experience and resolve problems Ability to build productive partnerships and working relationships Experience with outbound phone sales Desired Qualifications
Experience with financial information, spreadsheets, and financial skills Experience with in-person customer service and sales Experience working with small business clients Experience meeting or exceeding goals Working knowledge of small business products and services Skills
Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Referral Management Attention to Detail Issue Management Prospecting Relationship Building Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent Role Summary
As a Business Solutions Advisor, you act as the on-site business specialist addressing emerging business owners’ and small business clients’ business and personal needs. You conduct client-centric Business Priorities meetings and leverage appointment-setting strategies to fulfill financial needs. Client Engagement and Growth
Assist clients with digital banking solutions. Prioritize portfolio activity based on seasonality, client segments, and last contact date to increase connectivity. Advocate for clients in every interaction by listening to business priorities, providing advice, and connecting clients to available benefits along their journey. Maintaining regular client contact, preparing for meetings, and coordinating with teammates and partners to support client goals. Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America’s products and services Connect with teammates and partners Follow up with clients There are opportunities to earn compensation above base pay and access to a range of benefits, including child care reimbursement and tuition reimbursement. Employee benefits include programs such as the Employee Discount Program and ongoing career development opportunities. The role offers growth potential within Bank of America’s team of specialists. EEO and Compliance
Bank of America and its affiliates are equal opportunity employers. Employment is offered without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other status protected by applicable law. Eligibility
To proceed with your application, you must be at least 18 years of age. Compensation and Benefits
Maryland pay range: $26.00 - $33.72 hourly. Offers determined based on experience, education and skill set. Formulaic incentive eligible; incentives are based on defined metrics and may include monthly, quarterly, or annual opportunities. This role is currently benefits eligible. Important notice
You are now leaving a Bank of America website. By continuing, you will be directed to a site not affiliated with Bank of America. Review the destination site’s privacy terms and security. You may click Continue to proceed or Cancel to return.
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Business Solutions Advisor - Flagship Center Financial Center At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. We strive to be a Great Place to Work by fostering an inclusive workplace, attracting and developing talent, supporting teammates’ wellness, recognizing performance, and making an impact in the communities we serve. The role emphasizes an in-office culture with role-specific attendance requirements and flexibility where applicable. Join us to build a successful career with opportunities to learn, grow, and make an impact. Job Description
This role provides specialized, personalized service and guidance to financial center clients across borrowing and banking offerings throughout the client life cycle. Key responsibilities include acquiring new relationships and deepening existing ones by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. The role balances sales performance, operational risk, and client relationship care through specialized expertise. Responsibilities
Recommend financial advice and guidance aligned with client goals and needs Build and deepen relationships with new and existing clients using full bank capabilities Analyze client financial needs and apply knowledge of borrowing and banking to suggest suitable financial services Engage with clients through outreach and pipeline management; conduct consistent follow-up Make decisions on client requests and refer to internal partners when appropriate Partner with financial center leaders and market leaders to provide guidance and coaching to associates for an exceptional client experience Required Qualifications
Demonstrated experience and success in business-to-business sales or small business banking Strong communication skills with the ability to influence clients Effective customer service skills to manage the full client end-to-end experience and resolve problems Ability to build productive partnerships and working relationships Experience with outbound phone sales Desired Qualifications
Experience with financial information, spreadsheets, and financial skills Experience with in-person customer service and sales Experience working with small business clients Experience meeting or exceeding goals Working knowledge of small business products and services Skills
Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Referral Management Attention to Detail Issue Management Prospecting Relationship Building Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent Role Summary
As a Business Solutions Advisor, you act as the on-site business specialist addressing emerging business owners’ and small business clients’ business and personal needs. You conduct client-centric Business Priorities meetings and leverage appointment-setting strategies to fulfill financial needs. Client Engagement and Growth
Assist clients with digital banking solutions. Prioritize portfolio activity based on seasonality, client segments, and last contact date to increase connectivity. Advocate for clients in every interaction by listening to business priorities, providing advice, and connecting clients to available benefits along their journey. Maintaining regular client contact, preparing for meetings, and coordinating with teammates and partners to support client goals. Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America’s products and services Connect with teammates and partners Follow up with clients There are opportunities to earn compensation above base pay and access to a range of benefits, including child care reimbursement and tuition reimbursement. Employee benefits include programs such as the Employee Discount Program and ongoing career development opportunities. The role offers growth potential within Bank of America’s team of specialists. EEO and Compliance
Bank of America and its affiliates are equal opportunity employers. Employment is offered without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other status protected by applicable law. Eligibility
To proceed with your application, you must be at least 18 years of age. Compensation and Benefits
Maryland pay range: $26.00 - $33.72 hourly. Offers determined based on experience, education and skill set. Formulaic incentive eligible; incentives are based on defined metrics and may include monthly, quarterly, or annual opportunities. This role is currently benefits eligible. Important notice
You are now leaving a Bank of America website. By continuing, you will be directed to a site not affiliated with Bank of America. Review the destination site’s privacy terms and security. You may click Continue to proceed or Cancel to return.
#J-18808-Ljbffr