Bank of America
Business Solutions Advisor - South Park Financial Center
Bank of America, Charlotte, North Carolina, United States, 28245
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. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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 Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Shift:
1st shift (United States of America) Hours Per Week:
40
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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 is core to how we drive Responsible Growth, including our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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 Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Shift:
1st shift (United States of America) Hours Per Week:
40
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