Business Solutions Advisor - Santa Barbara Main Financial Center

$54,080 - $68,411/Yr

Bank of America - Santa Barbara, CA

Full-time - Entry Level

Santa Barbara, CA

Credit Intermediation and Related Activities

About the position

This position at Bank of America is focused on providing specialized and personalized financial services to clients, helping them navigate their banking and borrowing needs throughout different stages of their financial lives. The role emphasizes building and deepening client relationships, offering tailored financial advice, and ensuring a high level of client satisfaction while balancing sales performance and operational risk.

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes 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 priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• 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

Requirements

• Has demonstrated experience and proven success with business-to-business sales, or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Is able to build productive partnerships and working relationships
• Is experienced with outbound phone sales

Nice-to-haves

• Experience with financial information, spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Experience meeting or exceeding goals
• A working knowledge of small business products and services

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees to contribute to sustainable growth