Full-Time

Business Solutions Advisor

Posted on 12/20/2024

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Compensation Overview

$26 - $32.89Hourly

+ Incentive Plan

Entry, Junior

Carson, CA, USA

Located at 870 E Del Amo Blvd, South Bay Pavilion at Carson BC (CA8205).

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Has demonstrated experience and proven success with business-to-business sales, 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.
  • Is able to build productive partnerships and working relationships.
  • Is experienced with outbound phone sales.
  • Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Responsibilities
  • Recommends financial advice and guidance that align 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 align with the client's unique 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

Bank of America provides a wide range of financial services, including banking, investing, asset management, and risk management products. It caters to individuals, small and medium-sized businesses, and large corporations, serving around 56 million consumer and small business accounts in the U.S. The company's services include personal banking, credit cards, loans, and investment options. Bank of America stands out from its competitors by being a leading wealth management firm and a major player in corporate and investment banking and trading. The goal of Bank of America is to help clients achieve their financial goals and manage their wealth effectively.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and engagement.
  • Partnerships with fintech companies offer innovative financial products and services.
  • Expansion of sustainable finance initiatives meets demand for responsible banking.

What critics are saying

  • Economic downturns could impact the bank's profitability and loan performance.
  • Regulatory changes may affect operational flexibility and compliance costs.
  • Cybersecurity threats pose risks to customer data and financial transactions.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The bank offers a full range of financial and risk management products.

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