Business Solutions Advisor - Inland Empire East Coachella Valley Market

Job Description

At Bank of America, you will provide specialized and personalized service to financial center clients, offering advice and guidance across a full spectrum of borrowing and banking offerings at each stage of the client’s life plan.

• Recommend financial advice and guidance that align with client financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client’s unique priorities.
• Connect with clients through outreach and pipeline management activities and conduct consistent follow‑up routines to meet client needs.
• Make decisions on client requests and refer to appropriate internal partners based on client needs.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience.

• 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 the 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.

• 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.
• Working knowledge of small business products and services.
• Bilingual skills.

• Client Management
• Client Solutions & Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience
• Branding
• Credit Documentation & Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)
Hours per week: 40

Hourly pay range: $26.00 – $34.67 per hour, based on experience, education, and skill set. Eligible for a formulaic incentive plan.

Eligible for industry‑leading benefits, including paid time off and resources to support employees’ physical, emotional, and financial well‑being. All employees may participate in incentive programs as outlined in the specific line of business incentive plan.

Hiring for this position is subject to restrictions or prohibitions under FDIC, Safe Act, and Loan Originators regulations related to criminal history.

United States – California – Palm Desert, 73820, El Paseo (CA0133)