Business Solutions Advisor - Talega Financial Center

Business Solutions Advisor - Talega Financial Center

To proceed with your application, you must be at least 18 years of age.

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Job 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.
• 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.

Skills

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Referral Management
• Attention to Detail
• Issue Management
• Prospecting
• Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators

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

Compensation and Benefits – California pay and benefits information: $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. It is currently benefits eligible. We provide industry-leading benefits, paid time off, and other resources to support our employees.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and supports equal employment opportunity and affirmative action.

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