Bank of America · 9 hours ago
Business Solutions Advisor - Greater East Bay - Pittsburg, CA Area
Bank of America is committed to making financial lives better through every connection. The Business Solutions Advisor role involves providing specialized and personalized service to clients, acquiring and deepening client relationships, and recommending financial solutions to help clients achieve their financial goals.
Asset ManagementBankingFinanceFinancial ServicesFinTech
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
Qualification
Required
Has demonstrated experience and proven success with business-to-business sales and/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
Can build productive partnerships and working relationships
Is experienced with outbound phone sales
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Preferred
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
Bilingual Spanish skills
Benefits
Industry-leading benefits
Access to paid time off
Resources and support to our employees
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (645)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Recent News
2025-12-30
bloomberglaw.com
2025-12-30
2025-12-29
Company data provided by crunchbase