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Business Solutions Consultant

2 months ago

Rancho Cordova, California, United States Bank of America Full time
Job Title: Business Solutions Advisor

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice.

Job Summary:

This role is responsible for providing specialized guidance and support to financial center clients, helping them navigate the full spectrum of borrowing and banking offerings.

Key Responsibilities:
  • Build and deepen relationships with new and existing clients by conducting client meetings and presenting customized solutions to help them achieve their financial objectives.
  • 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 refer 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.
Preferred 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40