Business Solutions Advisor - Greater San Francisco Market

Job description

Business Solutions Advisor - Greater San Francisco Market

nMillbrae, California

nTo proceed with your application, you must be at least 18 years of age.

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nBank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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nTo proceed with your application, you must be at least 18 years of age.

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nBank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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nJob Description:

nAt 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.

nBeing 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.

nWe 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.

nBank 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.

nInternal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

nAt Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

nJob Description:

nThis 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.

nThis position is open for the entire market, and the specific Financial Center location will be selected based on business needs. If you are offered a position and commence employment, you will train at one financial center, and then the company may place you at another location within a reasonable commuting distance of your home to the extent permitted by applicable law.

nResponsibilities:

nnnRecommends financial advice and guidance that align with client financial goals and needs

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nnBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank

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nnAnalyzes 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

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nnConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs

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nnMakes decisions on client requests and makes referrals to appropriate internal partners based on client needs

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nnPartners 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

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n nRequired Qualifications:

nnnHas demonstrated experience and proven success with business-to-business sales and/or small business banking

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nnHas strong communication skills with the ability to effectively influence clients

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nnHas effective customer service skills with ability to manage the full client end-to-end experience and problem resolution

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nnHas a proven sales track record

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nnCan build productive partnerships and working relationships

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nnIs experienced with outbound phone sales

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n nDesired Qualifications:

nnnExperience with financial information, spreadsheets and financial skills

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nnExperience with in-person customer service and sales

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nnExperience working with small business clients

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nnExperience meeting or exceeding goals

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nnA working knowledge of small business products and services

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nnBilingual skills

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n nSkills:

nnnClient Management

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nnClient Solutions Advisory

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nnCustomer and Client Focus

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nnReferral Identification

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nnRisk Management

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nnClient Experience Branding

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nnCredit Documentation Requirements

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nnCredit and Risk Assessment

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nnPipeline Management

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nnReferral Management

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nnAttention to Detail

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nnCollaboration

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nnIssue Management

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nnProspecting

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nnRelationship Building

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n nMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

nThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators

nShift:

n1st shift (United States of America)

nHours Per Week:

n40

nBank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, 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, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

nView your "Know your Rights ( " poster.

nView the LA County Fair Chance Ordinance ( .

nBank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

nBank 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

nThis communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

nInvestment products offered through MLPF&S and insurance and annuity products offered through MLLA:

nAre Not FDIC Insured Are Not Bank Guaranteed May Lose Value

nAre Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity

nMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

nTrust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

nBank of America Private Bank is a division of Bank of America, N.A.

nBanking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

n© 2026 Bank of America Corporation. All rights reserved.

Worksite address

millbrae, CA, 94031, US

Who can apply

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