Business Solutions Advisor - Preferred Business Arizona Market
Posted yesterday
arizona staffingPhoenix (AZ)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelCommercial Banking
SENIORITY
Senior
About the role
Business Solutions Advisor – Preferred Business Arizona MarketPhoenix, ArizonaTo proceed with your application, you must be at least 18 years of age.Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths – whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description: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. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.Responsibilities:Recommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes 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 prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needsPartners 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 experienceRequired Qualifications:Has demonstrated experience and proven success with business-to-business sales and/or small business bankingHas strong communication skills with the ability to effectively influence clientsHas effective customer service skills with ability to manage the full client end-to-end experience and problem resolutionHas a proven sales track recordCan build productive partnerships and working relationshipsIs experienced with outbound phone salesDesired Qualifications:Experience with financial information, spreadsheets, and financial skillsExperience with in-person customer service and salesExperience working with small business clientsExperience meeting or exceeding goalsA working knowledge of small business products and servicesBilingual skillsSkills:Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.
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