Bank of America
Business Solutions Advisor - Dallas North Market
Lewisville · Full-time · Posted Sep 23, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises financial center clients on borrowing and banking solutions, builds client relationships, and supports sales and service goals.
What you'll do
- Recommends financial guidance and services aligned with clients’ needs and goals.
- Develops new and existing client relationships through meetings, outreach, follow-up, and referrals.
- Partners with financial center leaders to provide guidance and coaching to associates.
What they ask for
- Demonstrated success in business-to-business sales and/or small business banking.
- Strong communication and client-influencing skills; effective customer service and problem-resolution ability.
- Proven sales track record and experience with outbound phone sales.
- Ability to build productive partnerships and working relationships.
Nice to have
- Experience with financial information, spreadsheets, in-person sales or service, or small business clients; knowledge of small business products and services.
- Experience meeting or exceeding goals; bilingual skills.
Tools
spreadsheets
Model-written summary · the original posting is authoritative