Business Solutions Advisor

Bank of America

Business Solutions Advisor at Bank of America guiding clients with financial services and solutions. Responsible for building client relationships and achieving financial goals in Greater San Francisco market.

Posted 7/16/2026full-timeMountain View • 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. Proven ability to influence clients and deliver customized financial solutions while balancing sales performance and operational risk.

Highest-signal resume keywords

Business-To-Business SalesSmall Business BankingClient Relationship ManagementOutbound Phone SalesProblem Resolution

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Strong Communication SkillsEffective Customer Service SkillsAbility to Build Productive Partnerships

Industry Keywords

Sales PerformanceClient MeetingsCustomized SolutionsFinancial GoalsClient End-To-End Experience

About the role

Key responsibilities & impact

Providing specialized and personalized service offering advice and guidance to financial center clients
Acquiring new and deepening existing client relationships
Conducting client meetings and presenting customized solutions
Effectively balancing sales performance, operational risk, and client relationship care
Leveraging specialized expertise to assist clients with financial goals

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

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employees
Support for physical, emotional, and financial wellness
Incentives based on performance against defined metrics