Back to search results Business Solutions Advisor - El Monte Financial Center El Monte, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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 impact 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.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 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 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 equivalentThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:FDIC; Safe Act; Loan OriginatorsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role View transcript Close transcript [Music in background throughout] As a Business Solutions Advisor at Bank of America, my job is being the on-site business specialist able to fulfill emerging business owners and small business client's business and personal needs. I conduct client-centric Business Priorities meetings and leverage an appointment setting contact strategy to fulfill the financial needs of our business client's financial priorities. On screen copy: Helping clients with new digital banking solutions My role is to strategically prioritize my portfolio based on seasonality of the business, client segments and date of last contact to increase connectivity with clients in our portfolio. As a Business Solutions Advisor, I am committed to helping our clients reach their financial goals by advocating for them in every interaction. As a client advocate, I strive to go beyond resolving their current need by listening to the client business priorities, providing advice, and connecting our clients to benefits we can offer along their journey. On screen copy: Listening to the client business priorities Providing advice Connecting our clients to benefits we can offer Between building lasting relationships with clients, working with my peers in the Financial Center, attending team meetings, and working with business partners, I stay pretty busy. My work week is generally Monday to Friday with Saturday hours added as needed. On screen copy: Financial Center is open Monday-Saturday It's critical that I keep up to date on our products, services, tools, and resources to best serve my clients. I'm always working to learn and develop my skill set. Working at Bank of America, I have support from an entire team of partners and subject matter experts. It really helps that I have access to a world-class team of specialists. I get one-on-one career coaching from leaders who are truly invested in my success. On screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay. On screen copy: Earn base pay plus incentives for performance I also get to take advantage of a wide range of competitive benefits such as child care reimbursement and tuition reimbursement. On screen copy: Competitive Benefits 401(k) Medical, Dental & Vision 16 Weeks Paternity/Maternity Employee Discount Program Childcare Reimbursement I feel fortunate to work for a company that values every employee for our differences. My job definitely requires me to think on my feet. But it's also a job that plants my feet firmly on the path to success. Because once you get the hang of things, there's tremendous opportunity for growth at Bank of America. I know Bank of America is invested in helping me reach my full potential, so I can help our Small Business Clients reach theirs. We all have goals. Pursue yours at Bank of America. On screen copy: We all have goals. Pursue yours at Bank of America. What would you like the power to do? Bank of America logo Learn more: bankofamerica.com/Careers On screen disclosures: Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, 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 and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. 2026 Bank of America Corporation. All rights reserved. [End of transcript] MAP- 8891302 Exp-10/22/2027 Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26018865 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. California pay and benefits information California pay range: $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. 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 Share: Save job Job saved