Business Solutions Advisor

4 weeks ago


San Jose, California, United States Bank of America Full time
Job Title: Business Solutions Advisor

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
Requirements:
  • 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
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:
  • 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
Education:
High School Diploma / GED / Secondary School or equivalent

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