Business Solutions Advisor - Pembroke Pines

As a Business Solutions Advisor at Bank of America, your primary responsibility is to provide specialized and personalized service to financial center clients. This includes offering advice and guidance across a full spectrum of banking and borrowing options tailored to the client's life plans. You will also focus on acquiring new clients and deepening existing relationships by presenting customized solutions that help clients achieve their financial goals.

To qualify for the Business Solutions Advisor role at Bank of America, you should have demonstrated experience in business-to-business sales or small business banking, along with strong communication and customer service skills. A proven sales track record and the ability to build productive partnerships are essential. Experience with financial information and a working knowledge of small business products are desired but not mandatory.

A Business Solutions Advisor at Bank of America supports clients by analyzing their financial needs and recommending appropriate financial services that align with their unique priorities. This involves conducting client meetings, connecting through outreach, and following up regularly to ensure clients have the best solutions for their needs. Your goal will be to enhance the overall client experience and satisfaction.

Key skills for success as a Business Solutions Advisor at Bank of America include client management, effective communication, customer focus, referral identification, and attention to detail. The ability to collaborate with team members and manage risk effectively is also important, as you'll be working within a client-centric environment to deliver exceptional experiences.

The work culture for a Business Solutions Advisor at Bank of America is inclusive and supportive. The company believes in responsible growth, valuing a diverse workplace where employees from varying backgrounds can thrive. Bank of America fosters collaboration, continuous learning, and opportunities for professional development, making it a great place to build a fulfilling career.

When building relationships as a Business Solutions Advisor, I focus on understanding the client's unique financial needs and establishing trust. I believe in consistent communication, active listening, and delivering personalized solutions that genuinely help clients achieve their financial goals.

Absolutely! In a previous role, I identified a client's need for a specific financial product that they were unaware of. I took the time to explain its benefits thoroughly, which not only addressed their immediate concerns but also enhanced their financial planning—leading to a long-term partnership.

For effective pipeline management, I utilize a structured approach that includes regular follow-ups, setting reminders for check-ins, and segmenting clients based on their current needs and stages in the sales process. This ensures no opportunity is overlooked and that each client feels valued.

I stay updated on financial products and market trends by regularly attending training sessions and industry seminars, reading financial news articles, and networking with colleagues in the field. This helps me provide informed recommendations to clients based on the latest insights.

When handling client complaints, I first listen actively to understand the issue from their perspective. Then, I empathize with their situation and reassure them that I will find a solution. I ensure follow-up to confirm their satisfaction, turning potential negatives into long-term loyalty.

Balancing sales targets with client relationship management requires prioritization and effective time management. I focus on delivering genuine value to clients, which often naturally leads to meeting sales targets without compromising relationship quality.

If a client refuses my recommendation, I respect their decision and seek to understand their reasoning. I would re-evaluate their financial goals, provide alternative options, and ensure that they feel heard and valued as a client for future discussions.

In my previous roles, I have extensive experience in outbound phone sales, where I focused on establishing rapport with potential clients quickly. I used tailored pitches that addressed specific client needs based on research and feedback, achieving a high conversion rate and fostering positive client interactions.

When advising clients, I prioritize metrics such as their credit score, debt-to-income ratio, and savings patterns. These metrics provide valuable insights into their overall financial health, enabling me to recommend the most suitable products and services.

I would approach the situation with empathy and understanding. I would listen to the client's concerns without interruption, apologize for any inconvenience, and work collaboratively to rectify the issue while ensuring they feel valued and respected throughout the resolution process.