Business Solutions Advisor - Palo Alto Main Financial Center

Bank of America

Palo Alto, CA, US
Base: $26.00 - $33.72 hourly; bonus/equity: formul...
Onsite
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.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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.

Salary

Base: $26.00 - $33.72 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • business-to-business sales experience
  • small business banking experience
  • outbound phone sales experience
  • client relationship management
  • financial advice and guidance

Nice-to-have

  • financial information and spreadsheets
  • in-person customer service and sales
  • collaboration with partners
  • attention to detail

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Demonstrated experience with business-to-business sales and/or small business banking
  • Proven sales track record
  • Experienced with outbound phone sales

Work Rights

Not specified

Tailored Resume

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