Business Solutions Advisor
2 days ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice.
This role is responsible for providing specialized guidance and support to clients through the full spectrum of borrowing and banking offerings. Key responsibilities include:
- Acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions
- Recommending financial advice and guidance that align with client financial goals and needs
- Building and deepening relationships with new and existing clients by leveraging the full capabilities of the bank
- Analyzing client financial needs and applying knowledge of borrowing and banking to recommend alternative or additional financial services
Requirements:
- Demonstrated experience and proven success with business-to-business sales, or small business banking
- Strong communication skills with the ability to effectively influence clients
- Effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
- Proven sales track record
- Ability to build productive partnerships and working relationships
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
- Working knowledge of small business products and services
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.
This role is eligible for a formulaic incentive plan and offers a competitive salary and benefits package.
-
Business Solutions Advisor
2 days ago
Woodland Hills, California, United States Bank of America Full timeJob Title: Business Solutions AdvisorAt 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.We are seeking a Business Solutions Advisor to join our team....
-
Merrill Financial Solutions Advisor
2 days ago
Woodland Hills, California, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.We are seeking a...
-
Sales Representative
1 day ago
Woodland Hills, California, United States Konica Minolta Business Solutions Full timeUnlock Your Potential as a Senior Technology Sales RepresentativeAt Konica Minolta Business Solutions, we're committed to empowering our customers to thrive in the digital age. As a Senior Technology Sales Representative, you'll play a pivotal role in helping our clients achieve their business goals by delivering innovative technology solutions.Key...
-
Business Development Representative
3 hours ago
Woodland Hills, California, United States Konica Minolta Business Solutions Ltd Full timeJob SummaryWe are seeking a highly motivated and results-driven Business Development Representative to join our team at Konica Minolta Business Solutions Ltd. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving revenue growth.Key...
-
Business Development Representative
3 weeks ago
Woodland Hills, California, United States Konica Minolta Business Solutions Ltd Full timeJob Title: Technology Sales RepresentativeWe are seeking a highly motivated and results-driven Technology Sales Representative to join our team at Konica Minolta Business Solutions Ltd. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with clients, and driving...
-
Client Advisor
4 weeks ago
Woodland Hills, California, United States VinFast Full timeJob Title: Client AdvisorAt VinFast, we are seeking a highly motivated and customer-focused Client Advisor to join our team. As a Client Advisor, you will be responsible for providing an exceptional client experience, engaging with clients to generate brand and product excitement, and guiding clients through the process of becoming VinFast vehicle owners.Key...
-
Client Advisor
7 days ago
Woodland Hills, California, United States VinFast Full timeJob Title: Client AdvisorAt VinFast, we are seeking a highly motivated and results-driven Client Advisor to join our sales team. As a Client Advisor, you will be responsible for managing the sales cycle from prospect to purchase, tracking all client and sales activity, and providing a client experience consistent with the VinFast US brand and vision.Key...
-
Senior Financial Advisor
3 weeks ago
Woodland Hills, California, United States City National Bank Full timeJob Title: Senior Financial AdvisorAt City National Bank, we're seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Wealth Management group, you'll be responsible for developing and maintaining relationships with affluent individuals and families, providing expert financial planning and investment advice, and driving...
-
Senior Financial Advisor
1 month ago
Woodland Hills, California, United States City National Bank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at City National Bank. As a key member of our Wealth Management group, you will be responsible for developing and maintaining relationships with affluent individuals and families, providing expert financial planning and investment advice, and driving revenue growth...
-
Tax Director
3 weeks ago
Woodland Hills, California, United States Pillar Staffing Solutions Full timeJob OpportunityPillar Staffing Solutions is seeking a highly skilled Tax Director to join their team. As a key member of the organization, you will be responsible for ensuring compliance with all federal, state, local, and international tax laws and regulations.Key Responsibilities:Manage relationships with tax authorities and external advisors.Provide...
-
Financial Advisor
2 days ago
Beverly Hills, California, United States Sagient Full timeUnlock Your Potential as a Financial Advisor at SagientAt Sagient, we're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. As a Financial Advisor, you'll play a vital role in helping our clients achieve their long-term financial goals.Key Responsibilities:Work closely with clients to identify...
-
Tax Director
3 weeks ago
Woodland Hills, California, United States Pillar Staffing Solutions Full timeJob Title: Tax DirectorPillar Staffing Solutions is seeking a highly skilled Tax Director to join their team. As a key member of the organization, you will be responsible for ensuring compliance with all federal, state, local, and international tax laws and regulations.Key Responsibilities:Manage relationships with tax authorities and external...
-
SAP BW/BPC Developer
2 days ago
Woodland Hills, California, United States Sierra Business Solution LLC Full timeSAP BW/BPC Developer Job DescriptionJob Summary: We are seeking an experienced SAP BW/BPC Developer to join our team at Sierra Business Solution LLC. The ideal candidate will have a strong background in SAP BW4HANA and SAP BPC Embedded, with a proven track record of implementing and maintaining complex business intelligence solutions.Key...
-
Business Solutions Developer
2 weeks ago
Agoura Hills, California, United States Cydcor Full timeJob OpportunityCydcor is a leading provider of outsourced sales solutions, helping Fortune 500 and emerging companies achieve their customer acquisition, retention, and business growth goals. As a Business Solutions Developer, you will play a key role in developing innovative solutions using low-code or no-code tools to drive business growth and...
-
Business Solutions Developer
3 hours ago
Agoura Hills, California, United States Cydcor Full timeCydcor is a leader in outsourced sales and has been helping Fortune 500 and emerging companies achieve their customer acquisition, retention, and business growth goals.Cydcor has garnered a reputation for sales excellence and expertise, consistently exceeding client expectations and driving revenue growth, to become one of the most trusted names in...
-
Tax Advisor
4 weeks ago
Beverly Hills, California, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients year-round.Build and maintain strong relationships with...
-
Business Development Executive
24 hours ago
Woodland Hills, California, United States Spectrum Full timeJob Title: Business Account ExecutiveSpectrum is seeking a highly motivated and results-driven Business Account Executive to join our team. As a Business Account Executive, you will be responsible for selling primary and ancillary communications solutions to small and medium-sized businesses within a specified territory.Key Responsibilities:Sell primary and...
-
Business Development Representative
1 month ago
Woodland Hills, California, United States Paychex Full timeJob SummaryWe are seeking a highly motivated and results-driven Business Development Representative to join our team at Paychex. As a key member of our sales team, you will be responsible for identifying new business opportunities and building relationships with clients to drive revenue growth.Key ResponsibilitiesLeverage our Go-to-Market Sales Strategy to...
-
Tax Advisor
4 weeks ago
Beverly Hills, California, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients year-round.Build and maintain strong relationships with...
-
Account Executive
4 weeks ago
Woodland Hills, California, United States Paychex Full timeJob SummaryWe are seeking a highly motivated and results-driven Account Executive to join our Paychex team. As an Account Executive, you will be responsible for developing new business relationships and expanding our existing client base in the HR Solutions and PEO Sales organizations.Key ResponsibilitiesLeverage our Go-to-Market Sales Strategy to identify...