Business Solutions Advisor

6 days ago


Scottsdale AZ 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 Responsibilities:

  1. Recommends financial advice and guidance that align with client financial goals and needs.
  2. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank.
  3. 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.
  4. Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs.
  5. Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs.
  6. 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:

  1. Has demonstrated experience and proven success with business-to-business sales, or small business banking.
  2. Has strong communication skills with the ability to effectively influence clients.
  3. Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
  4. Has a proven sales track record.
  5. Is able to build productive partnerships and working relationships.
  6. Is experienced with outbound phone sales.

Desired Qualifications:

  1. Experience with financial information, spreadsheets, and financial skills.
  2. Experience with in-person customer service and sales.
  3. Experience working with small business clients.
  4. Experience meeting or exceeding goals.
  5. A working knowledge of small business products and services.
  6. Bilingual Mandarin.

Skills:

  1. Risk Management
  2. Client Management
  3. Client Solutions Advisory
  4. Referral Identification
  5. Customer and Client Focus
  6. Credit and Risk Assessment
  7. Client Experience Branding
  8. Pipeline Management
  9. Referral Management
  10. Credit Documentation Requirements
  11. Issue Management
  12. Prospecting
  13. Relationship Building
  14. Attention to Detail
  15. Collaboration

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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