Business Solutions Advisor

Found in: beBee S US - 1 week ago

Hilton Head Island, United States Bank of America Full time
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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.
  • 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


Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Business Solutions Advisor

    Found in: beBee jobs US - 6 days ago

    Hilton Head Island, South Carolina, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Business Solutions Advisor

    2 weeks ago

    Hilton Head Island, United States Disability Solutions Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Columbia areas Business Developer

    1 week ago

    Hilton Head Island, United States CareerBuilder Full time

    Job Description: Youd aggressively grow our landscape maintenance business in a defined territory, actively selling to many different customer segments. Youd thrive in our fast-paced environment, closing deals with your resilience and persistence. Youd be responsible for: Building and maintaining trusted relationships with key decision makers, discovering...

  • Merrill Financial Solutions Advisor

    14 hours ago

    Staten Island, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Solutions Advisor, Financial, Solutions, Financial Advisor, Advisor, Solution

  • Cost Controls Specialist

    1 week ago

    Hilton Head Island, United States Smart IMS Full time

    Company DescriptionSmart IMS delivers IT solutions and services that create a sustainable competitive advantage for its clients across the world. The company was founded by business and technology experts with extensive backgrounds in designing, implementing, and managing large and complex IT projects at Fortune 500 companies. Smart IMS core portfolio...

  • Client Service Coordinator

    1 week ago

    Head of Westport, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionFinancial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.Summary The Client Service Coordinator...

  • Store Customer Experience Coordinator

    1 week ago

    Hilton Head Island, United States TD Bank Group Full time

    We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a desktop or laptop. **Store Customer Experience Coordinator Hilton Head** 325444BR Retail Banking Customer Service Hilton Head Island , SC October 11, 2021 **Company Overview** **About TD Bank, Americas Most Convenient Bank** TD Bank,...

  • Medicare Map Advisor

    4 days ago

    Staten Island, United States Centers Plan for Healthy Living Full time

    Centers Plan for Healthy Living's goal is to create the ultimate healthcare experience that provides our members, their families, healthcare decision makers, and general caregivers with the guidance and plans they need for healthy living. **JOB SUMMARY**: The Medicare MAP Advisor - Will promote and sale MAP and Medicare Line of Business, maintains...

  • Regional Outside Sales Representative

    1 week ago

    Hilton Head, United States Palmetto Propane Full time

    Job DescriptionJob DescriptionSalary: Palmetto Propane is a family owned Propane, Refined Fuels, and Ice Company, currently expanding and searching for a Regional Outside Sales Representative in the Coastal Region of South Carolina & Georgia. This position will be based on an assigned territory that encompasses the coastal region of South Carolina and...

  • Inside Cable Plant Technician with Security Clearance

    Found in: Dice One Red US C2 - 1 week ago

    Whidbey Island Naval Air, United States First American Business Solutions Full time

    Inside Cable Plant technician: Experience: Must have a minimum of 5+ Years of experience in the DoD Inside Cable Plant arena.Start Date: Immediate.Position: Full-Time.Security Clearance: Active Secret preferred or the ability to obtain.Security+ Comptia Certification or the ability to obtain.Misc: We welcome ex-military vets.Location: NAS Whidbey Island...

  • Inside Cable Plant Technician with Security Clearance

    Found in: Careerbuilder One Red US C2 - 2 weeks ago

    Whidbey Island Naval Air, WA, United States First American Business Solutions Full time

    Inside Cable Plant technician: Experience: Must have a minimum of 5+ Years of experience in the DoD Inside Cable Plant arena.Start Date: Immediate.Position: Full-Time.Security Clearance: Active Secret preferred or the ability to obtain.Security+ Comptia Certification or the ability to obtain.Misc: We welcome ex-military vets.Location: NAS Whidbey Island...

  • Merchant Cash Advance Broker

    3 days ago

    Staten Island, United States Alliance capital Advisors Full time

    Merchant Cash Advance Broker. - Providing business with working capital. Unlimited income, unlimited growth! We want to make YOU Into a leader!! **THIS IS AN ON-SITE POSITION. THERE IS NOT A REMOTE POSITION. About Alliance Capital Advisors. ** Exceptional company culture, frequent outings, and more. **-**Alliance Capital Advisors is one of the most...

  • Business Financial Management Analyst with Security Clearance

    Found in: Dice One Red US C2 - 10 hours ago

    Indian Head, United States Resource Management Concepts, Inc. - Rmc, Inc. Full time

    Resource Management Concepts, Inc. (RMC) provides high-quality, professional services to government and commercial sectors. Our mission is to deliver exceptional management and technology solutions supporting the protection and preservation of the people and environment of the United States of America. RMC is hiring a Business Financial Management Analyst to...

  • Business Financial Management Analyst with Security Clearance

    Found in: Dice One Red US C2 - 11 hours ago

    Indian Head, United States Resource Management Concepts, Inc. - Rmc, Inc. Full time

    Resource Management Concepts, Inc. (RMC) provides high-quality, professional services to government and commercial sectors. Our mission is to deliver exceptional management and technology solutions supporting the protection and preservation of the people and environment of the United States of America. RMC is hiring a Business Financial Management Analyst to...

  • Human Resources Manager

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Mercer Island, United States LHH Full time

    LHH Recruitment Solutions is hiring for an Human Resources Manager for a reputable non-profit organization located in Mercer Island, Wa. This person will be responsible for leading the day-to-day HR programs to support key business groups. The ideal candidate for this role will have a solid HR generalist background and have strong knowledge in employee...

  • Technical Inventory Specialist

    1 week ago

    Long Island, United States AGILANT SOLUTIONS INC. Full time

    Job DescriptionJob Description**Company Overview**Agilant Solutions, Inc. (www.goagilant.com) is a global leader in digital transformation and enterprise managed services. With a commitment to empower our clients and help them excel, we leverage extensive industry experience and IT best-practices to address competitive and business needs. Our integrated...

  • Freelance Spanish Interpreter

    4 days ago

    Long Island, United States SS Language Solutions Full time

    SS Language Solutions, we are looking for medical freelance interpreters in, New York, Queens, Brooklyn, Manhattan, New Jersey, Newark, Elizabeth, Connecticut, New Haven, Orange who speaks Spanish. We pay $25.00 per hour for 2 Hour minimum. Each interpretation is paid for 30 business days after it has been completed. No shows are $25.00 Job Type: Freelance -...

  • Business Building Security Officer

    6 days ago

    Wake Island, United States Securitas Inc. Full time

    Business Building Security OfficerWe help make your world a safer place.Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients.Securitas plays an essential role for our clients and in society. The Business...

  • Sales Representative

    1 week ago

    Johns Island, United States WK Solutions Inc. Full time

    Job DescriptionJob DescriptionWK Solutions’ successful impact in the telecommunications industry has been nationally recognized by our reputable clients! As a prominent business consulting and sales firm located in Charleston, we are valued for our innovative sales strategies and ability to exceed projected sales margins. Our mission is to assist our...

  • Registered Branch Associate

    6 days ago

    Decatur Island, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...