Business Solutions Advisor
4 weeks ago
Business Solutions Advisor - Prospect Saratoga Financial Center page is loaded
Business Solutions Advisor - Prospect Saratoga Financial Center
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locations
San Jose
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
24014338
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:• Risk Management• Client Management• Client Solutions Advisory• Referral Identification• Customer and Client Focus• Credit and Risk Assessment• Client Experience Branding• Pipeline Management• Referral Management• Credit Documentation Requirements• Issue Management• Prospecting• Relationship Building• Attention to Detail• CollaborationShift:1st shift (United States of America)
Hours Per Week:40About Us
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.
Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.Regardless of the position you are interested in, the starting points to building your resume are the same:1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.2. Think about why you can do the job and make a list of your skills that are relative to the job.3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.4. Summarize your abilities, accomplishments and skills into a brief, concise document.
Considerations when writing a resume• Do be brief. Resumes should be 1-2 pages in length.• Do be upbeat and active in your wording.• Do emphasize what you have done clearly and concretely.• Do be neat and well organized.• Do have others proofread and critique your resume. Spell check. Make it error free.• Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.• Don't be dishonest, always tell the truth about yourself in the most flattering light.• Don't include salary history or requirements.• Don't include references.• Don't include accomplishments that do not support your professional goals.•
Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)• Don't use italics, underlining, shadows or other fancy treatments.Seven steps to a successful interview1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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