Business Solutions Advisor - North Broward Market
HybridBoca Raton, Florida, United States
Job Summary
Conduct client meetings and present customized borrowing and banking solutions to help clients achieve their financial goals. Acquire new and deepen existing relationships by analyzing client needs and recommending alternative financial services that align with their unique priorities. Manage outreach, pipeline activities, and consistent follow-up routines while making decisions on client requests and referrals to internal partners. Partner with financial center leaders and market leaders to provide specialized guidance and coaching to associates during meetings. Balance sales performance, operational risk, and client relationship care by leveraging specialized expertise. This role supports Bank of America's Responsible Growth purpose across the North Broward Market, with training at a financial center followed by potential placement at another location within commuting distance.
Required 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
- Can build productive partnerships and working relationships
- Is experienced with outbound phone sales
Desired Qualifications
- Bilingual Spanish
- 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
- A working knowledge of small business products and services
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