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Business Solutions Consultant

2 months ago

Phoenix, Arizona, United States Bank of America Full time
Job Description:

Job Summary:

We are seeking a highly skilled Business Solutions Consultant to join our team at Bank of America. As a Business Solutions Consultant, you will be responsible for providing specialized and personalized service to our financial center clients, offering advice and guidance on borrowing and banking solutions.

Key Responsibilities:

  • Acquire new and deepen existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals.
  • Effectively balance sales performance, operational risk, and client relationship care by leveraging specialized expertise.
  • Recommend financial advice and guidance that align with client financial goals and needs.
  • Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
  • Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities.
  • Connect with clients through outreach and pipeline management activities and conduct consistent follow-up routines to meet client needs.
  • Make decisions on client requests and make referrals to appropriate internal partners based on client needs.
  • Partner 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.

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.
  • Experience 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.
  • 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
  • Collaboration

Education:

High School Diploma / GED / Secondary School or equivalent

Work Schedule:

1st shift (United States of America)

Hours Per Week:

40