National Black MBA Association
Business Solutions Advisor - One Penn Plaza Financial Center
National Black MBA Association, New York, New York, us, 10261
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 drive Responsible Growth and deliver 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 flexibility based on role-specific considerations. This role provides specialized, personalized service offering advice and guidance to financial center clients across borrowing and banking offerings at each stage of the client’s life plan.
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 additional financial services that best align with the client’s priorities Connects with clients through outreach and pipeline management activities and conducts consistent follow-up to meet client needs Makes decisions on client requests and 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 delivering 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
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Shift
1st shift (United States of America)
Hours Per Week
40
Pay Transparency details
US - NY - New York - 1 Penn Plz - One Penn Plaza (NY5154) Pay range: $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on the employee’s performance against defined metrics. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, paid time off, and resources to our employees to contribute to the sustainable growth of our business and communities we serve.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver 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 flexibility based on role-specific considerations. This role provides specialized, personalized service offering advice and guidance to financial center clients across borrowing and banking offerings at each stage of the client’s life plan.
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 additional financial services that best align with the client’s priorities Connects with clients through outreach and pipeline management activities and conducts consistent follow-up to meet client needs Makes decisions on client requests and 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 delivering 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
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Shift
1st shift (United States of America)
Hours Per Week
40
Pay Transparency details
US - NY - New York - 1 Penn Plz - One Penn Plaza (NY5154) Pay range: $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on the employee’s performance against defined metrics. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, paid time off, and resources to our employees to contribute to the sustainable growth of our business and communities we serve.
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