Bank of America
Business Solutions Advisor - Talega Financial Center
Bank of America, San Clemente, California, us, 92674
Business Solutions Advisor - Talega Financial Center
To proceed with your application, you must be at least 18 years of age.
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. Bank of America offers 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 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.
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.
Skills
Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Referral Management
Attention to Detail
Issue Management
Prospecting
Relationship Building
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 Requirement:
High School Diploma / GED / Secondary School or equivalent
Compensation and Benefits
– California pay and benefits information: $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. It is currently benefits eligible. We provide industry-leading benefits, paid time off, and other resources to support our employees.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and supports equal employment opportunity and affirmative action.
Important notice: You are now leaving a Bank of America website. By proceeding, you will be taken to a site not affiliated with Bank of America.
#J-18808-Ljbffr
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. Bank of America offers 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 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.
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.
Skills
Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Referral Management
Attention to Detail
Issue Management
Prospecting
Relationship Building
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 Requirement:
High School Diploma / GED / Secondary School or equivalent
Compensation and Benefits
– California pay and benefits information: $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. It is currently benefits eligible. We provide industry-leading benefits, paid time off, and other resources to support our employees.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and supports equal employment opportunity and affirmative action.
Important notice: You are now leaving a Bank of America website. By proceeding, you will be taken to a site not affiliated with Bank of America.
#J-18808-Ljbffr