Business Solutions Advisor - Houston South Market, Tx Area

Bank of America

Houston, TX, US
Business-to-business sales experience
Small business banking experience
Outbound phone sales experience
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

Job Summary

  • 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 clients to help them achieve their financial goals.
  • 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.

Matching Summary

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.

Skills & Requirements

Must-have

  • Business-to-business sales experience
  • Small business banking experience
  • Outbound phone sales experience
  • Client relationship management
  • Sales performance and risk balancing

Nice-to-have

  • Financial information analysis
  • In-person customer service
  • Bilingual skills
  • Client experience branding
  • Attention to detail

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Proven sales track record
  • Demonstrated experience in B2B sales or small business banking

Work Rights

Not specified

Tailored Resume

Cover Letter