Business Solutions Advisor - San Francisco Market area

Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. We value an inclusive workplace, foster resilience, leadership and innovation, and commit to an in‑office culture that supports collaboration and career development.

This role provides specialized and personalized service offering advice and guidance to financial center clients throughout the full spectrum of borrowing and banking offerings. The position acquires new and deepens existing client relationships by conducting client meetings and presenting customized solutions that help clients achieve their financial goals. It balances sales performance, operational risk, and client relationship care.

• Recommend financial advice and guidance that aligns with client goals and needs.
• Build and deepen relationships with new and existing clients through the bank’s full capabilities.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend services that align with client priorities.
• Reach clients through outreach and pipeline management activities, maintaining consistent follow‑up routines.
• Make decisions on client requests and refer to appropriate internal partners.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching during meetings.

• Demonstrated experience and proven success with business‑to‑business sales and/or small business banking.
• Strong communication skills and ability to influence clients effectively.
• Effective customer service skills with ability to manage the full client end‑to‑end experience and resolve problems.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

• Experience with financial information, spreadsheets, and financial analysis.
• 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.

1st shift (United States of America)

40