Business Solutions Advisor
Not Disclosed•Full-TimeOn-site
location_onCostco, 1709, Automation Parkway, San Jose, Santa Clara County, California, 95131, United States
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, developing exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.
We are committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations.
This position is open for the entire market, with the specific Financial Center location determined by business needs. If offered a position, you will train at one financial center and may potentially move to another location within a reasonable commuting distance of your home, to the extent permitted by applicable law.
You will provide 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 their life plan. Your role involves acquiring new clients and deepening existing relationships by conducting meetings and presenting customized solutions to help them achieve their financial goals. You will effectively balance sales performance, operational risk, and client relationship care by leveraging specialized expertise to ensure an exceptional client experience.
Candidates must meet specific regulatory requirements. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position: FDIC, Safe Act, and Loan Originator regulations.
Bank of America is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
Work model: On-site
Costco, 1709, Automation Parkway, San Jose, Santa Clara County, California, 95131, United States
San Jose, California
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 skills.
Skills: Business-To-Business Sales, Small Business Banking, Outbound Phone Sales, Spreadsheets, Financial Information, Small Business Products And Services, Bilingual, Client Management, Client Solutions Advisory, Customer And Client Focus.
Education: High School Diploma / GED / Secondary School required.
