Business Solutions Advisor
3 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 and deepening client relationships through regular meetings and customized solutions
- Analyzing client financial needs and recommending alternative or additional financial services
- Partnering with financial center leaders and performance managers to deliver exceptional client experiences
**Requirements:**
- Bilingual Mandarin required
- Proven experience in business-to-business sales and/or small business banking
- Strong communication and customer service skills
- Ability to manage client relationships and problem resolution
**Preferred Qualifications:**
- Experience with financial information and spreadsheets
- Experience with in-person customer service and sales
- Experience working with small business clients
**Skills:**
- Client management
- Client solutions advisory
- Customer and client focus
- Referral identification
- Risk management
**Work Environment:**
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
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