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Business Solutions Advisor - Inland Empire East Coachella Valley Market

$26 - $34.67 per hour

Bank of America

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. Key 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 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. Required Qualifications 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. 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 and Hours Shift: 1st shift (United States of America) Hours per week: 40 Pay Hourly pay range: $26.00 – $34.67 per hour, based on experience, education, and skill set. Eligible for a formulaic incentive plan. Benefits 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. Legal Requirements Hiring for this position is subject to restrictions or prohibitions under FDIC, Safe Act, and Loan Originators regulations related to criminal history. Location United States – California – Palm Desert, 73820, El Paseo (CA0133) #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
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