Business Solutions Advisor

Bank of America

Business Solutions Advisor at Bank of America, providing personalized banking advice to clients. Acquiring and deepening client relationships through tailored financial solutions and services.

Posted 7/15/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $26 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business-to-business sales and small business banking, with a strong focus on client relationship management and problem resolution. Proficient in providing tailored financial solutions and managing the complete client experience.

Highest-signal resume keywords

Business-To-Business SalesSmall Business BankingClient Relationship ManagementOutbound Phone SalesBilingual Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales PerformanceFinancial Information AnalysisSpreadsheet ProficiencyCustomer ServiceProblem ResolutionSmall Business Products Knowledge

Soft Skills

Strong Communication SkillsInfluencing ClientsBuilding Productive Partnerships

Industry Keywords

Client MeetingsCustomized SolutionsEnd-To-End Client ExperienceSales Track RecordMeeting Goals

About the role

Key responsibilities & impact

Providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings
Acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions
Effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise

Requirements

What you’ll need

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
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
Bilingual skills

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employees to impact and contribute to business growth
Flexible benefits