MNC InsiderMNC Insider
Bank of America logo

Business Solutions Advisor - Herald Center Financial Center - New York, NY

Bank of America

Business Solutions Advisor - Herald Center Financial Center - New York, NY

full-timePosted: Aug 27, 2026Updated: Aug 28, 2026New York

Job Description

Job Description: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 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.We 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.Bank 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.Internal 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.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description: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.Responsibilities:Recommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes 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 prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes 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 experienceRequired Qualifications:Has demonstrated experience and proven success with business-to-business sales and/or small business bankingHas strong communication skills with the ability to effectively influence clientsHas effective customer service skills with ability to manage the full client end-to-end experience and problem resolutionHas a proven sales track recordCan build productive partnerships and working relationshipsIs experienced with outbound phone salesDesired Qualifications:Bilingual KoreanExperience with financial information, spreadsheets and financial skillsExperience with in-person customer service and salesExperience working with small business clientsExperience meeting or exceeding goalsA working knowledge of small business products and servicesSkills:Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NY - New York - 1293 Broadway - HERALD CENTER BRANCH BC (NY5149)Pay and benefits informationPay range$26.00 - $34.67 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Locations

  • New York

Skills Required

  • financial informationintermediate
  • in-person customer serviceintermediate
  • small business productsintermediate

Required Qualifications

  • Has demonstrated experience and proven success with business-to-business sales and/or small business banking (experience)
  • Has strong communication skills with the ability to effectively influence clients (experience)
  • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution (experience)
  • Has a proven sales track record (experience)
  • Can build productive partnerships and working relationships (experience)
  • Is experienced with outbound phone sales (experience)
  • Bilingual Korean (experience)
  • Experience with financial information, spreadsheets and financial skills (experience)
  • Experience with in-person customer service and sales (experience)
  • Experience working with small business clients (experience)
  • Experience meeting or exceeding goals (experience)
  • A working knowledge of small business products and services (experience)

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

Target Your Resume for "Business Solutions Advisor - Herald Center Financial Center - New York, NY" , Bank of America

Get personalized recommendations to optimize your resume specifically for Business Solutions Advisor - Herald Center Financial Center - New York, NY. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Business Solutions Advisor - Herald Center Financial Center - New York, NY" , Bank of America

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

GeneralGeneral

Answer 10 quick questions to check your fit for Business Solutions Advisor - Herald Center Financial Center - New York, NY @ Bank of America.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.