Bank of America
Business Solutions Advisor - Artesia Norwalk Financial Center
Bank of America, Cerritos, California, United States, 90703
Overview
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 and/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
Can 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
Regulatory Notice 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
Education and Requirements Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Age requirement:
Must at least be 18 years of age.
Accessibility Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling
1.877.760.2076 . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Please note : Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.
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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 and/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
Can 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
Regulatory Notice 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
Education and Requirements Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Age requirement:
Must at least be 18 years of age.
Accessibility Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling
1.877.760.2076 . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Please note : Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.
#J-18808-Ljbffr