Business Solutions Advisor - Pebblebrooke Financial Center - Naples, Fl

Bank of America Merrill Lynch

Naples, FL, United States
Not specified; not specified; not specified
Onsite
Proven success in b2b sales
Small business banking experience
Strong client communication skills
Bank of America is seeking a Business Solutions Advisor for its Pebblebrooke Financial Center in Naples, FL. The role focuses on providing personalized financial advice, building client relationships, and leveraging banking solutions to meet client needs

Job Summary

  • The role focuses on providing specialized advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings.
  • Candidates must effectively balance sales performance, operational risk, and client relationship care while leveraging specialized expertise.
  • Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness for all teammates.

Matching Summary

Match Score: 85

Bank of America is seeking a Business Solutions Advisor for its Pebblebrooke Financial Center in Naples, FL. The role focuses on providing personalized financial advice, building client relationships, and leveraging banking solutions to meet client needs.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Proven success in B2B sales
  • Small business banking experience
  • Strong client communication skills
  • Outbound phone sales capability
  • Full end-to-end customer service

Nice-to-have

  • Experience with financial spreadsheets
  • In-person customer service background
  • Bilingual language skills
  • Knowledge of small business products
  • Ability to meet or exceed goals

Key Requirements

  • High School Diploma or GED
  • Demonstrated B2B sales track record
  • Experience with small business clients

Work Rights

Not specified

Tailored Resume

Cover Letter