Business Solutions Advisor - Greater San Francisco Market area

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving responsible growth and delivering for our clients, teammates, communities, and shareholders every day. We are a great place to work and provide a culture of caring that fosters an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths—whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve. Bank of America is committed to an in‑office culture that supports collaboration, engagement, and career development. Our approach includes clear in‑office expectations while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. Job Overview This job is responsible for providing 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. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. The role balances sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities Recommends financial advice and guidance that aligns with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best meet the client’s priorities. Connects with clients through outreach and pipeline management activities and conducts consistent follow‑up routines to meet client needs. Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs. Partners 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. Required Qualifications Has 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. Can build productive partnerships and working relationships. Experienced with outbound phone sales. Desired Qualifications 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. 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US – CA – Cupertino – 21020 Homestead Rd (CA4104); US – CA – Mountain View – 444 Castro St – MOUNTAIN VIEW MAIN OFFICE (CA4109); US – CA – San Francisco – 245 Winston Dr – STONESTOWN BC (CA5110); US – CA – San Francisco – 600 Clement St – 7th And Clement (CA5126). Pay range: $26.00 – $34.67 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible – the role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Incentives are earned based on the employee’s performance against defined metrics. Benefits – the role is currently benefit eligible. We provide industry‑leading benefits, paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators. #J-18808-Ljbffr Bank of America