Bank of America
Business Solutions Advisor - Houston South Market
Pasadena · Full-time · Posted Oct 15, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises financial center clients on borrowing and banking options, develops client relationships, and recommends personalized solutions to meet financial goals.
What you'll do
- Provide financial advice and guidance aligned with client goals; assess needs and recommend banking or borrowing services.
- Acquire and deepen client relationships through meetings, outreach, follow-up, and referrals.
- Balance sales performance, operational risk, and client care; coach financial center associates with leaders and managers.
What they ask for
- Demonstrated success in business-to-business sales and/or small business banking.
- Strong communication and customer service skills, including influencing clients and managing end-to-end service and problem resolution.
- 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, and financial skills; in-person customer service and sales; or small business clients.
- Experience meeting or exceeding goals, working knowledge of small business products and services, or bilingual skills.
Tools
spreadsheets
Model-written summary · the original posting is authoritative