Business Solutions Advisor

3 weeks ago

Placentia, 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 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


The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

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 - CA - Placentia - 160 E Yorba Linda Blvd - PLACENTIA BC (CA7140)

Pay and benefits information

Pay range

$26.00 - $32.89 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. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

  • Automotive Service Advisor with Sales Expertise

    3 weeks ago

    Placentia, California, United States Super Service Auto Shops Full time

    We are seeking a highly skilled Automotive Service Advisor to join our team at Super Service Auto Shops. As a key member of our sales team, you will be responsible for providing exceptional customer service, building strong relationships, and driving revenue growth through effective communication and problem-solving skills.Key ResponsibilitiesProvide expert...

  • Global SAP Sales and Distribution Specialist

    4 weeks ago

    Placentia, California, United States Arlon Graphics Full time

    Arlon Graphics, a leading manufacturer of cast vinyl materials for visual expression, is seeking an experienced Global SAP Sales and Distribution Specialist to join their team. This role will play a critical part in driving business efficiency through automation and process improvements.As a key member of the global IT team, this specialist will be...

  • Global SAP Sales and Distribution Specialist

    4 weeks ago

    Placentia, California, United States Arlon Graphics Full time

    About the RoleWe are seeking an experienced SAP SD implementation and support expert to join our team at Arlon Graphics. As a key member of our global IT organization, you will play a crucial role in improving business efficiency by leveraging automation technologies.Job SummaryThis is a high-level, strategic position that requires expertise in designing,...

  • SAP SD Functional Analyst

    1 month ago

    Placentia, United States Arlon Graphics Full time

    Arlon Graphics, LLC is a cast vinyl manufacturing company in the business of creating innovative material for visual expression. Founded in 1958, Arlon Graphics manufactures and markets high-quality pressure-sensitive materials for the fleet, architectural, digital imaging, and signage markets. Through more than 180 distribution partners across the globe, a...

  • Arlon Graphics | SAP Functional Analyst

    4 weeks ago

    placentia, United States Arlon Graphics Full time

    DescriptionArlon Graphics, LLC is a cast vinyl manufacturing company in the business of creating innovative material for visual expression. Founded in 1958, Arlon Graphics manufactures and markets high-quality pressure-sensitive materials for the fleet, architectural, digital imaging, and signage markets. Through more than 180 distribution partners across...

  • SAP Functional Analyst

    4 weeks ago

    Placentia, United States Arlon Graphics Full time

    DescriptionArlon Graphics, LLC is a cast vinyl manufacturing company in the business of creating innovative material for visual expression. Founded in 1958, Arlon Graphics manufactures and markets high-quality pressure-sensitive materials for the fleet, architectural, digital imaging, and signage markets. Through more than 180 distribution partners across...

  • Arlon Graphics | SAP Functional Analyst

    4 weeks ago

    placentia, United States Arlon Graphics Full time

    DescriptionArlon Graphics, LLC is a cast vinyl manufacturing company in the business of creating innovative material for visual expression. Founded in 1958, Arlon Graphics manufactures and markets high-quality pressure-sensitive materials for the fleet, architectural, digital imaging, and signage markets. Through more than 180 distribution partners across...

  • Principal Software Systems Engineer

    1 month ago

    Placentia, California, United States RTL Networks Full time

    About RTL Networks">RTL Networks, Inc. is a rapidly growing company providing IT support services and personnel to commercial and government customers. We leverage technology to help our clients achieve business objectives.">Job Description">We are seeking a Senior Systems Engineer to develop and deliver innovative software and hardware solutions for the...

  • Delivery Professional

    2 months ago

    Placentia, California, United States Cardinal Health Full time

    Job SummaryAs a Pharmacy Supply Specialist at Cardinal Health, you will be responsible for delivering radiopharmaceuticals and oncology pharmaceuticals to medical care providers in accordance with customer demand and route requirements.Key ResponsibilitiesDeliveries: Make deliveries to customer accounts on assigned routes using a company vehicle.Packaging...

  • Delivery Driver

    1 month ago

    Placentia, United States Cardinal Health Full time

    Pay rate: $19.50 per hourBonus eligible: NoBenefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.Medical, dental and vision coveragePaid time off planHealth savings account (HSA)401k savings planAccess to wages before pay day with myFlexPayFlexible spending accounts (FSAs)Short- and long-term disability...

  • SAP Functional Analyst

    4 weeks ago

    Placentia, United States Vaco Full time

    Job Title: SAP Functional Analyst Location: Placentia, CASchedule: Day 1-30: 5 days onsiteDay 31-60: 4 days onsite (1 day remote)Day 61+: 3 days onsite (2 days remote)Job Description: This is a global IT position, working as a global analyst to improve business efficiency with an automation mindset. SAP SD Analyst - Design, implement and deploy SAP ERP...

  • Delivery Driver

    3 weeks ago

    Placentia, United States TransForce Full time

    Pay rate: $19.50 per hour Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. Medical, dental and vision coverage Paid time off plan Health savings account (HSA) 401k savings plan Access to wages before pay day with myFlexPay Flexible spending accounts (FSAs) Short- and long-term...

  • Sr. Project Manager- Life Science

    2 months ago

    placentia, United States Cannon Building Full time

    Position SummaryCannon Building, a premier general contractor in the life sciences, healthcare, commercial/institutional, and industrial sectors, is seeking a seasoned Senior Project Manager to lead and deliver complex life science construction projects in the OC/LA region. This role is critical for managing project timelines, budgets, and quality, ensuring...

  • Sr. Project Manager- Life Science

    2 months ago

    Placentia, United States Cannon Building Full time

    Position SummaryCannon Building, a premier general contractor in the life sciences, healthcare, commercial/institutional, and industrial sectors, is seeking a seasoned Senior Project Manager to lead and deliver complex life science construction projects in the OC/LA region. This role is critical for managing project timelines, budgets, and quality, ensuring...

  • Sr. Project Manager- Life Science

    2 months ago

    Placentia, United States Cannon Building Full time

    Position SummaryCannon Building, a premier general contractor in the life sciences, healthcare, commercial/institutional, and industrial sectors, is seeking a seasoned Senior Project Manager to lead and deliver complex life science construction projects in the OC/LA region. This role is critical for managing project timelines, budgets, and quality, ensuring...