Bank of America
Business Solutions Advisor - Kirby Financial Center
Bank of America, Houston, Texas, United States, 77246
Overview
Bank of America is hiring a Business Solutions Advisor for the Kirby Financial Center in Houston, TX. This role provides specialized and personalized service, offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client’s life plan. The position focuses on acquiring new client relationships and deepening existing ones by conducting meetings and presenting customized solutions to help clients achieve their financial goals. The role balances sales performance, operational risk, and client relationship care by leveraging specialized expertise. Bank of America emphasizes an inclusive workplace, supports teammates’ physical, emotional, and financial wellness, and aims to create a great place to work while delivering responsible growth and meaningful client outcomes. Note: This job description reflects the responsibilities and qualifications for this role and may be subject to change based on business needs. 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 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 refers 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 Required Qualifications
Has demonstrated experience and proven success with business-to-business sales, or small business banking Strong communication skills with the ability to effectively influence clients Effective customer service skills with the ability to manage the full client end-to-end experience and problem resolution Proven sales track record Ability to build productive partnerships and working relationships Experience 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 Bilingual skills Skills
Client Management Client Solutions Advisory Customer and Client 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift
1st shift (United States of America) Hours Per Week
40 Seniority level
Entry level Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries: Banking
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Bank of America is hiring a Business Solutions Advisor for the Kirby Financial Center in Houston, TX. This role provides specialized and personalized service, offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client’s life plan. The position focuses on acquiring new client relationships and deepening existing ones by conducting meetings and presenting customized solutions to help clients achieve their financial goals. The role balances sales performance, operational risk, and client relationship care by leveraging specialized expertise. Bank of America emphasizes an inclusive workplace, supports teammates’ physical, emotional, and financial wellness, and aims to create a great place to work while delivering responsible growth and meaningful client outcomes. Note: This job description reflects the responsibilities and qualifications for this role and may be subject to change based on business needs. 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 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 refers 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 Required Qualifications
Has demonstrated experience and proven success with business-to-business sales, or small business banking Strong communication skills with the ability to effectively influence clients Effective customer service skills with the ability to manage the full client end-to-end experience and problem resolution Proven sales track record Ability to build productive partnerships and working relationships Experience 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 Bilingual skills Skills
Client Management Client Solutions Advisory Customer and Client 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift
1st shift (United States of America) Hours Per Week
40 Seniority level
Entry level Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries: Banking
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