Business Solutions Advisor
4 weeks ago
Job Summary:
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Business Solutions Advisor, you will be responsible for providing customized solutions to clients through the full spectrum of borrowing and banking offerings. Your key responsibilities will include acquiring new and deepening existing client relationships by conducting client meetings and presenting tailored solutions to clients. You will effectively balance sales performance, operational risk, and client relationship care by leveraging your specialized expertise.
Key Responsibilities:
- 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
- Demonstrated experience and proven success with business-to-business sales and/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
- 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
- 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
High School Diploma / GED / Secondary School or equivalent
-
Merrill Financial Solutions Advisor
4 weeks ago
San Jose, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor, you will be part of one of the largest businesses of its kind in the world, specializing in goals-based wealth management, including...
-
Merrill Financial Solutions Advisor
4 weeks ago
San Francisco, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.We...
-
Business Solutions Consultant
4 weeks ago
San Jose, California, United States Cisco Full timeAbout the RoleCisco is seeking a talented Business Analyst Intern to join our team. As a Business Analyst Intern, you will play a key role in developing creative solutions for real business challenges. You will collaborate on cross-functional projects to identify areas for improvement within Cisco. You will analyze internal processes, data, and problems, and...
-
Strategic Commercial Advisor
4 weeks ago
San Jose, California, United States Davita Inc. Full timeAbout the RoleWe are seeking a highly skilled Strategic Commercial Advisor to join our team at Davita Inc. As an executive, you will play a key role in the development of our commercial activities, working closely with clients to understand their business needs and identify areas of strategic opportunity.Key Responsibilities:Develop and execute commercial...
-
Tax Advisor
4 weeks ago
San Jose, California, United States H&R Block Full timeJob Title: Block Advisors Tax AdvisorAbout the Role:As a Tax Advisor with Block Advisors, you will play a crucial role in helping individuals and small businesses navigate the complexities of tax preparation and planning. With a focus on providing exceptional client service, you will build strong relationships with clients and help them achieve their...
-
Business Solutions Consultant
4 weeks ago
San Marino, California, United States Bank of America Full timeJob Description:At Bank of America, we strive to create a workplace that is inclusive and diverse, where everyone has the opportunity to grow and succeed.We are seeking a highly skilled and motivated individual to join our team as a Business Solutions Advisor. In this role, you will be responsible for providing exceptional service to our clients, offering...
-
Cloud Solutions Architect
4 weeks ago
San Jose, California, United States Iterate Full timeCloud Solutions ArchitectWe are seeking a talented and experienced Cloud Solutions Architect to join our innovative and forward-thinking team at Iterate.ai. In this role, you will leverage your technical expertise to design, manage, and optimize cloud-based backend systems that support our business's ambitious growth and operational goals.Key...
-
San Jose, California, United States Mando Technologies Full timeMando Technologies is a leading provider of Business Intelligence solutions, and we are seeking a skilled Software Developer to join our team. As a Software Developer for Business Intelligence Solutions, you will be responsible for designing and developing web applications that help organizations make the most of their information assets. Your expertise in...
-
Merrill Financial Solutions Advisor
4 weeks ago
San Mateo, California, United States Bank of America Full timeJob SummaryMerrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. This role requires strong communication and relationship-building skills, as well as the ability to analyze complex financial data and make informed recommendations.Key ResponsibilitiesDevelop and...
-
Software Engineer
1 month ago
San Jose, California, United States Tik Tok Full timeTikTok Business Solutions EngineerWe are seeking a highly skilled Software Engineer to join our TikTok Business Solutions team. As a key member of our team, you will be responsible for designing, developing, and testing business users' experiences on TikTok.Key Responsibilities:Design and develop business users' interfacesOptimize the performance of TikTok...
-
Senior Wealth Management Advisor
4 weeks ago
San Jose, California, United States Beacon Pointe Advisors Full timeWe are seeking a highly skilled Associate Financial Adviser to join our team at Beacon Pointe Advisors in San Jose, CA.Key Responsibilities:Assist in client advisory, investment management, and administrative aspects of client service.Work directly with Senior Wealth Advisors and a talented team of wealth management professionals.Communicate with clients and...
-
Software Engineer
4 weeks ago
San Jose, California, United States Mando Technologies Full timeMando Technologies is a leading provider of Business Intelligence solutions. We are seeking a highly skilled Software Engineer to join our team and contribute to the development of our Information Justice System (IJS) Project.As a Software Engineer, you will be responsible for designing, developing, and deploying web applications that meet the needs of our...
-
San Jose, California, United States Bank of America Full timeAbout the Role:This position plays a vital role in supporting the success of Financial Advisors by providing exceptional client service and expertise. If you have a passion for building strong relationships and delivering tailored solutions, we encourage you to apply.Job Overview:The Client Relationship Manager is responsible for serving as the primary point...
-
SAP EWM Solution Architect
4 weeks ago
San Francisco, California, United States NTT Data Business Solutions Full timeUnlock Your Potential as a SAP EWM Solution ArchitectAre you a seasoned professional looking to take your career to the next level? Do you have a passion for SAP EWM and a desire to lead complex implementation projects? We're seeking a highly skilled SAP EWM Solution Architect to join our team at NTT Data Business Solutions.Key Responsibilities:Lead SAP EWM...
-
Senior Wealth Business Development Advisor
4 weeks ago
San Francisco, California, United States Evolve Talent Partners Full timeJob SummaryThe Senior Wealth Business Development Advisor role is an exciting opportunity to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds.As a member of the Private Client team, the Senior Wealth Advisor will be responsible for...
-
Beauty Advisor
1 month ago
San Jose, California, United States Ulta Beauty Full timeJob Title: Seasonal Beauty AdvisorAt Ulta Beauty, we're passionate about delivering an exceptional experience for our guests. As a Seasonal Beauty Advisor, you'll play a key role in creating a welcoming and engaging environment that showcases our products and services.Key Responsibilities:Provide exceptional guest service by greeting and engaging each guest,...
-
Merrill Financial Solutions Advisor
4 weeks ago
San Mateo, California, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain...
-
Salesforce Business Solutions Expert
3 weeks ago
San Francisco, California, United States Capgemini Government Solutions Full timeAbout the RoleWe are seeking a highly skilled Salesforce Business Analyst to join our team at Capgemini Government Solutions.The ideal candidate will have experience in providing client requirements and development support via direct client interaction across a broad range of Salesforce applications.Key ResponsibilitiesSupport the current team in building a...
-
Sales Assistant
4 weeks ago
San Jose, California, United States Atria Wealth Solutions Full timeJob DescriptionAt Atria Wealth Solutions, we are seeking a highly skilled Sales Assistant to join our Investment and Insurance Services team. As a Sales Assistant, you will play a crucial role in providing exceptional member service and sales support to our Financial Advisors and branch staff.ResponsibilitiesCoordinate with Financial Advisors and branch...
-
Business Development Manager
4 weeks ago
San Jose, California, United States KYOCERA Document Solutions Inc Full timeBusiness Development ManagerAs a Business Development Manager at KYOCERA Document Solutions Inc., you will be responsible for driving sales growth and expanding our customer base. Your primary focus will be on identifying new business opportunities, building relationships with key decision-makers, and developing strategic plans to achieve sales targets.Key...