Business Solutions Advisor

Bank of America

. Provide specialized and personalized service, advice, and guidance to financial center clients across borrowing and banking offerings .

Posted 11/6/2026full-timeLos Angeles • California • United StatesMid-LevelSenior💰 $26 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing personalized financial advice and solutions while effectively managing client relationships and sales performance. Proficient in analyzing client needs and recommending appropriate banking and borrowing services, with a strong focus on compliance and customer service.

Highest-signal resume keywords

Business-To-Business Sales ExperienceSmall Business Banking KnowledgeStrong Communication SkillsClient Relationship ManagementOutbound Phone Sales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisSales Performance TrackingProblem ResolutionFinancial SpreadsheetsSmall Business Products Knowledge

Soft Skills

Customer Service SkillsInfluencing SkillsRelationship Building

Certifications & Qualifications

High School DiplomaGEDCompliance with FDICSafe Act Compliance

Industry Keywords

Client OutreachFinancial Center OperationsLoan OriginatorsSales GoalsIn-Person Customer Service

About the role

Key responsibilities & impact

Provide specialized and personalized service, advice, and guidance to financial center clients across borrowing and banking offerings
Acquire new and deepen existing client relationships through client meetings and customized financial solutions
Balance sales performance, operational risk, and client relationship care using specialized expertise
Recommend financial advice and guidance aligned with client financial goals and needs
Analyze client financial needs and recommend appropriate banking and borrowing services
Conduct client outreach, manage pipelines, and perform consistent follow-up
Make decisions on client requests and refer clients to appropriate internal partners
Partner with financial center, performance, and market leaders to provide guidance and coaching to associates
Train at one financial center and potentially work at another location within a reasonable commuting distance based on business needs

Requirements

What you’ll need

Demonstrated experience and proven success with business-to-business sales and/or small business banking
Strong communication skills with the ability to effectively influence clients
Effective customer service skills with 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 with outbound phone sales
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Compliance with FDIC, Safe Act, and Loan Originators hiring restrictions
Ability to work 40 hours per week on 1st shift
Bilingual skills are desired
Experience with financial information, spreadsheets and financial skills is desired
Experience with in-person customer service and sales is desired
Experience working with small business clients is desired
Experience meeting or exceeding goals is desired
Working knowledge of small business products and services is desired

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance