Bank of America
Business Solutions Advisor - San Diego Market
Poway · Full-time · Posted Sep 28, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice to financial center clients, develops client relationships, and recommends banking and borrowing solutions aligned with their goals.
What you'll do
- Advises clients and analyzes their needs to recommend suitable banking and borrowing services.
- Builds client relationships through meetings, outreach, follow-up, and referrals to internal partners.
- Supports financial center associates with specialized guidance and coaching to improve client experience.
What they ask for
- Demonstrated success in business-to-business sales and/or small business banking.
- Strong communication and client-influencing skills, plus effective customer service and end-to-end 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.
- Small business product knowledge, experience meeting or exceeding goals, or bilingual skills.
Pay
$26.00 - $34.67 USD hourly pay (base pay)
Tools
spreadsheets
Model-written summary · the original posting is authoritative