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Bank of America

Business Solutions Advisor

Bank of America

Business Solutions Advisor provides personalized banking advice and guidance at Bank of America. Focused on client relationships and helping achieve financial goals through specialized services.

Posted 7/16/2026full-timeHayward • 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 achieve financial goals through personalized service and effective communication.

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

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Hard Skills
Sales PerformanceFinancial Information AnalysisSpreadsheet ProficiencySmall Business Products KnowledgeGoal Achievement
Soft Skills
Strong Communication SkillsCustomer Service SkillsProblem ResolutionPartnership Building
Industry Keywords
Client MeetingsCustomized SolutionsFinancial GoalsEnd-To-End Client Experience

About the role

Key responsibilities & impact
  • 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
  • Acquires new and deepens existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals
  • Balances sales performance, operational risk, and client relationship care by leveraging specialized expertise
  • Trains at one financial center, then potentially moves to another location that is within a reasonable commuting distance of home

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 the 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
  • Affordable, competitive and flexible benefits
  • Paid time off
  • Resources and support to contribute to the sustainable growth of business and communities