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Financial Solutions Consultant

2 months ago

Phoenix, Arizona, United States Bank of America Full time

Position Title: Financial Solutions Consultant

Location: Phoenix, Arizona

Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which reflects our commitment to our clients, employees, communities, and shareholders.

We strive to create an inclusive and diverse workplace, welcoming individuals from various backgrounds and experiences. Our investment in our employees and their families is evident through our competitive benefits aimed at supporting their overall well-being.

Bank of America recognizes the importance of collaboration while also offering flexibility tailored to different roles within our organization.

Role Summary:

This position is dedicated to delivering tailored and specialized service, providing advice and guidance to clients at our financial centers. The primary focus is on fostering new client relationships and enhancing existing ones by conducting meetings and presenting customized financial solutions aligned with clients' life goals.

Key Responsibilities:

  • Offer financial advice that aligns with clients' goals and needs.
  • Develop and strengthen relationships with both new and existing clients by utilizing the bank's full capabilities.
  • Assess client financial requirements and recommend appropriate banking and borrowing services that cater to their unique priorities.
  • Engage with clients through proactive outreach and manage follow-up activities to address their needs.
  • Make informed decisions regarding client requests and refer them to relevant internal partners as necessary.
  • Collaborate with financial center leaders and market managers to provide specialized guidance and coaching to associates, ensuring an exceptional client experience.

Required Qualifications:

  • Proven experience in business-to-business sales or small business banking.
  • Strong communication skills with the ability to influence clients effectively.
  • Excellent customer service skills, capable of managing the complete client experience and resolving issues.
  • Demonstrated sales success.
  • Able to cultivate productive partnerships and relationships.
  • Experience in outbound phone sales.

Desired Qualifications:

  • Familiarity with financial information, spreadsheets, and financial analysis.
  • Experience in face-to-face customer service and sales.
  • Background in working with small business clients.
  • History of meeting or exceeding performance goals.
  • Knowledge of small business products and services.
  • Bilingual capabilities.

Skills:

  • Risk Management
  • Client Management
  • Client Solutions Advisory
  • Referral Identification
  • Customer 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

Bank of America is committed to equal employment opportunity and affirmative action, ensuring a workplace free from discrimination based on race, religion, gender, age, national origin, and other protected statuses.