National Black MBA Association
Business Solutions Advisor - Brookhurst Westminster Financial Center
National Black MBA Association, Garden Grove, California, United States, 92641
Overview
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. Bank 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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 Required Qualifications
Has demonstrated experience and proven success with business-to-business sales, or small business banking. Has strong communication skills with the ability to effectively influence clients. Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. Has a proven sales track record. Is able to build productive partnerships and working relationships. Is experienced with outbound phone sales. Desired Qualifications
Experience with financial information, spreadsheets and financial skills. Experience with in-person customer service and sales. Experience working with small business clients. Experience meeting or exceeding goals. A working knowledge of small business products and services. Bilingual skills. Skills
Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building Regulatory/Compliance
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators Minimum Education
High School Diploma / GED / Secondary School or equivalent Shift
1st shift (United States of America) Hours Per Week
40 Pay Transparency and Benefits
Pay range $26.00 - $33.72 hourly; offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. 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. #J-18808-Ljbffr
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. Bank 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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 Required Qualifications
Has demonstrated experience and proven success with business-to-business sales, or small business banking. Has strong communication skills with the ability to effectively influence clients. Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. Has a proven sales track record. Is able to build productive partnerships and working relationships. Is experienced with outbound phone sales. Desired Qualifications
Experience with financial information, spreadsheets and financial skills. Experience with in-person customer service and sales. Experience working with small business clients. Experience meeting or exceeding goals. A working knowledge of small business products and services. Bilingual skills. Skills
Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building Regulatory/Compliance
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators Minimum Education
High School Diploma / GED / Secondary School or equivalent Shift
1st shift (United States of America) Hours Per Week
40 Pay Transparency and Benefits
Pay range $26.00 - $33.72 hourly; offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. 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. #J-18808-Ljbffr