Business Solutions Advisor

3 months ago


Aurora, United States Bank of America Full time

Description

:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:
• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners 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

Required Qualifications:
• Has demonstrated experience and proven success with business-to-business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

Desired 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.
• A 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

  • Aurora, Colorado, United States Security Surveillance System Full time

    Job OverviewSecurity Surveillance System is on the lookout for a committed Security Solutions Advisor to enhance our team. As a premier provider of security surveillance solutions, we are dedicated to delivering exceptional security products and services to our clientele.Key Responsibilities:Perform comprehensive security evaluations for clients to pinpoint...


  • Aurora, Colorado, United States Security Surveillance System Full time

    Benefits:401(k)Dental insuranceHealth insurancePaid time offVision insuranceOverview: Security Surveillance SystemTM is in search of a committed Security Solutions Advisor to enhance our team. As a premier provider of security surveillance services, we are dedicated to delivering exceptional security products and solutions to our clientele. The successful...


  • Aurora, Illinois, United States Navigate Power & Verde Solutions Full time

    About Navigate Power & Verde SolutionsWe are a leading provider of full-service energy consulting solutions for commercial and industrial businesses. Our mission is to help businesses navigate the complex energy landscape and achieve their sustainability goals.Job SummaryWe are seeking a highly motivated and experienced Energy Solutions Specialist to join...

  • Service Advisor

    2 months ago


    Aurora, United States Celebration Chevrolet Full time

    Job DescriptionJob DescriptionSalary: Celebration Chevrolet in Aurora, Colorado, is seeking a motivated Automotive Service Advisor to join our team and deliver exceptional customer service in our busy dealership. Located conveniently in Aurora, we are committed to providing our customers with a superior automotive service experience.Job...

  • Service Advisor

    3 months ago


    North Aurora, United States Gerald Auto Group Full time

    Job DescriptionJob DescriptionService Advisor Our Service Advisors are the face of our service department. That means greeting every customer with a smile and using your customer driven personality to understand their repair needs while making them feel confident that these repair needs will be met. You’ll also act as the liaison between the customer and...


  • Aurora, United States Bank of America Full time

    Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and...


  • Aurora, Colorado, United States First Step Home Loans Full time

    Job OverviewWe are in search of a skilled residential mortgage advisor with a robust background in marketing, communication, and analytical skills to assist clients in obtaining the most suitable financing options for their home purchases. Our organization equips you with the necessary resources and support to elevate your professional...

  • Delivery Advisor

    2 weeks ago


    Aurora, United States Lazydays Full time

    ** Delivery Advisor** **Job Category****:** Service - Advisors **Requisition Number****:** DELIV02553 Showing 1 location **Job Details** **Description** Then come join the world's largest RV dealership--that's right, come join Lazydays! We offer competitive pay, excellent benefits, 401K match, employee stock purchase and an amazingly fun and family-oriented...

  • Delivery Advisor

    2 weeks ago


    Aurora, United States Lazydays Full time

    ** Delivery Advisor** **Job Category****:** Service - Advisors **Requisition Number****:** DELIV02553 Showing 1 location **Job Details** **Description** Then come join the world's largest RV dealership--that's right, come join Lazydays! We offer competitive pay, excellent benefits, 401K match, employee stock purchase and an amazingly fun and family-oriented...


  • Aurora, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Full Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...


  • Aurora, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Full Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...


  • Aurora, Colorado, United States ADP Full time

    Applications for this position are accepted continuously. ADP is seeking a 401(k) Compliance Advisor. In this role, you will deliver 401(k) product assistance to ADP TotalSource 401(k) Plan Participants/Clients through your technical expertise, ownership of issues, and ensuring Plan compliance. You will investigate and resolve concerns related to the ADPTS...

  • 401(k) Plan Advisor

    2 weeks ago


    Aurora, Colorado, United States ADP Full time

    Applications for this position are accepted continuously. ADP is seeking a 401(k) Plan Advisor. In this role, you will deliver 401(k) product assistance to ADP TotalSource 401(k) Plan Participants/Clients by leveraging technical expertise, taking ownership of issues, and ensuring Plan compliance. You will investigate and resolve concerns related to the ADPTS...

  • Vehicle Repair Advisor

    13 hours ago


    Aurora, Colorado, United States Christian Brothers Automotive Full time

    Job OverviewAs an Automotive Service Advisor / Writer with Christian Brothers Automotive, you are the person that our guests look to when they need help with their vehicle. You are the person that our guests see every time they make an investment into their vehicle, because of these reasons you play a large role in building relationships with our guests.Key...

  • Service Advisor

    1 month ago


    Aurora, United States Loves Travel Stops & Country Store Full time

    Req ID: 445570Address: 1539 Madison Ave. Aurora, NE, 68818 Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring Immediately ...


  • Aurora, Illinois, United States Gardant Management Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director to join our team at Gardant Management Solutions.Key ResponsibilitiesStrategic Leadership: Develop and implement innovative business strategies to drive growth and excellence in our services.Operational Excellence: Foster a culture of quality and continuous improvement, ensuring...

  • Service Advisor

    1 month ago


    Aurora, United States Loves Travel Stops & Country Store Full time

    Req ID: 445570Address: 1539 Madison Ave. Aurora, NE, 68818 Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring...

  • Service Advisor

    1 month ago


    Aurora, United States Loves Travel Stops & Country Store Full time

    Req ID: 445570Address: 1539 Madison Ave. Aurora, NE, 68818 Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring...

  • Service Advisor

    1 month ago


    Aurora, United States Loves Travel Stops & Country Store Full time

    Req ID: 445570Address: 1539 Madison Ave. Aurora, NE, 68818 Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring...

  • Service Advisor

    1 month ago


    Aurora, United States Loves Travel Stops & Country Store Full time

    Req ID: 445570Address: 1539 Madison Ave. Aurora, NE, 68818 Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring...