Business Solutions Advisor - Centreville

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Job Description:

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 shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
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.
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:
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Average salary estimate

$70000 / YEARLY (est.)

min

max

$60000K

$80000K

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What You Should Know About Business Solutions Advisor - Centreville, GHR

Are you ready to take your career to the next level? Join Bank of America as a Business Solutions Advisor in Centreville! In this role, you'll be at the forefront of providing personalized financial guidance to our clients, helping them navigate their financial journeys. Your daily mission will be to build strong relationships with both new and existing clients, offering them tailored advice and solutions that align with their unique goals. You'll leverage your expertise to analyze their financial needs and recommend appropriate banking and borrowing services. A key part of your work will involve collaborating with financial center leaders and associates to ensure our clients consistently receive an exceptional experience. We value our team members, investing in their growth and well-being through diverse benefits and support. At Bank of America, we embrace a culture of inclusion and flexibility, creating a workplace that encourages both professional and personal satisfaction. So, if you're passionate about financial services and ready to make an impact, we'd love to have you on our team in Centreville!

Frequently Asked Questions (FAQs) for Business Solutions Advisor - Centreville Role at GHR

What are the key responsibilities of a Business Solutions Advisor at Bank of America?

A Business Solutions Advisor at Bank of America is responsible for providing personalized financial advice, acquiring and deepening client relationships, analyzing clients' financial needs, and recommending suitable banking solutions. This role also involves collaborating with financial center leaders to ensure an exceptional client experience.