Business Solutions Advisor - Houston South Market area
Bank of America ATM
Job Description At Bank of America, we are 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. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position 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. The role requires acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Responsibilities 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 make referrals 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. Required Qualifications 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 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. 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 ManagementReferral 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 #J-18808-Ljbffr Bank of America
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