Business Solutions Advisor - Atlanta East Market
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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 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
Required Qualifications:
- 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
Desired Qualifications:
- 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:
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Referral Identification
- Risk Management
- Client Experience Branding
- Credit Documentation Requirements
- Credit and Risk Assessment
- Pipeline Management
- Referral Management
- Attention to Detail
- Collaboration
- Issue Management
- Prospecting
- Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Recommended Jobs
Lead Toddler Teacher
Summary Piedmont Academy Early Learning Center is a Christian nurturing environment that offers a variety of age appropriate learning experiences that will allow each child to explore, experimen…
Patient Educator
Tired of burnout from high-volume customer service — but still love helping people? At Serenity Healthcare , we’ll help you channel your service experience into a more meaningful role where you m…
Sales & Marketing Coordinator
Calling all energetic and ambitious self-starters, it's time for you to join our unstoppable Sales & Marketing Coordinator team! At Social Status Solutions, We specialize in high-quality product…
Line Cook
About Us The James Beard Awarded The Grey restaurant is a renowned dining establishment in Savannah, GA, known for its commitment to celebrating port city southern cuisine by serving our guests exce…
CRNA in Rome, GA
TeamHealth is thrilled to announce an opening for a CRNA at the Surgery Center of Rome, now integrated into AdventHealth's extensive national network. The cases you'll encounter include orthopedic, E…
Host
For this position, pay will be variable by location - See additional job details and benefits below. First impressions count! You are the first person guests see when they walk in the doo…
Culinary Innovation Manager, Baked Goods
We're partnering with a fast-growing, PE-backed baked goods business on the hunt for a Culinary Innovation Manager to lead product innovation and shape the next generation of their portfolio. This …
Strategic Alliance Manager
Mon, 02/16/2026 - 04:32 Join Sage as a Strategic Alliances Manager and help grow our ecosystem of technology providers and accounting consultants! You’ll build and manage high-impact partnerships, ide…
Real Estate Agent (No Experience Necessary to Apply) (Dawsonville)
DESCRIPTION: Are you eager to start a rewarding career in real estate but worried about your lack of experience? Don't be! We are looking for motivated individuals with a passion for helping others t…
Customer Service Manager
The Customer Service Manager is responsible for leading and optimizing customer service operations to ensure exceptional client experiences and high levels of customer satisfaction. This role overs…