Proven success in b2b sales or small business banking
Strong communication and client influence skills
Effective customer service and problem resolution
Bank of America is seeking a Business Solutions Advisor for its Coddingtown Center in Santa Rosa, CA, to provide personalized financial advice and relationship management to clients. The ideal candidate will have a strong background in business-to-business sales and customer service, with a focus on building client relationships and achieving financial goals
Job Summary
The role involves providing specialized advice on borrowing and banking offerings to help clients achieve their financial goals.
Employees are expected to balance sales performance, operational risk, and client relationship care while leveraging specialized expertise.
This position offers industry-leading benefits, paid time off, and eligibility for a formulaic incentive plan based on performance metrics.
Matching Summary
Match Score: 85
Bank of America is seeking a Business Solutions Advisor for its Coddingtown Center in Santa Rosa, CA, to provide personalized financial advice and relationship management to clients. The ideal candidate will have a strong background in business-to-business sales and customer service, with a focus on building client relationships and achieving financial goals.
Salary
Base: $26.00 - $33.72 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included
Skills & Requirements
Must-have
Proven success in B2B sales or small business banking
Strong communication and client influence skills
Effective customer service and problem resolution
Demonstrated sales track record
Ability to build productive partnerships
Nice-to-have
Experience with financial spreadsheets and data analysis
In-person customer service and sales experience
Working knowledge of small business products
Bilingual skills preferred
Experience meeting or exceeding performance goals
Key Requirements
High School Diploma / GED required
Demonstrated experience in B2B sales or small business banking