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Business Banking Advisor

2 months ago

Niles, Illinois, United States Bank of America Full time

Job Overview:


At Bank of America, our mission is to enhance financial well-being through meaningful connections.

We prioritize Responsible Growth, ensuring we serve our clients, teammates, communities, and shareholders effectively every day.

Creating a supportive workplace is essential to our success, and we are committed to fostering a diverse and inclusive environment for all.

We value individuals from various backgrounds and experiences, investing significantly in our teammates and their families by providing competitive benefits that support their overall well-being.Bank of America emphasizes collaboration while also offering flexibility tailored to the diverse roles within our organization.

Joining Bank of America means embarking on a fulfilling career with opportunities for growth, learning, and making a positive impact.


Role Summary:


This position is dedicated to delivering tailored and specialized service, offering expert advice and guidance to clients at our financial centers throughout their financial journey.

Key responsibilities include establishing new client relationships and enhancing existing ones by conducting meetings and presenting personalized solutions to assist clients in achieving their financial objectives.

Expectations for this role involve effectively balancing sales performance, operational risk, and client relationship management by utilizing specialized knowledge.

Key Responsibilities:
- Provide financial advice and recommendations that align with client goals and needs.
- Cultivate and strengthen relationships with both new and existing clients by leveraging the bank's full capabilities.
- Assess client financial requirements and apply banking knowledge to suggest additional or alternative financial services that align with their unique priorities.
- Engage with clients through outreach initiatives and manage follow-up routines to address client needs.
- Make informed decisions on client requests and refer to appropriate internal partners based on client requirements.
- Collaborate with financial center leaders and performance managers to offer specialized guidance and coaching to associates, ensuring exceptional client experiences.

Required Qualifications:
- Proven experience and success in business-to-business sales or small business banking.
- Strong communication skills with the ability to effectively influence clients.
- Excellent customer service skills with the capability to manage the complete client experience and resolve issues.
- Demonstrated sales success.
- Ability to build productive partnerships and relationships.
- Experience in outbound phone sales.

Desired Qualifications:
- Familiarity with financial information, spreadsheets, and financial acumen.
- Experience in in-person customer service and sales.
- Background in working with small business clients.
- Track record of meeting or exceeding performance goals.
- Knowledge of small business products and services.
- Bilingual capabilities.

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

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

Shift:
1st shift (United States of America) Hours Per Week:40
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