Bank of America
Business Solutions Advisor - Forestville
Bank of America, Cincinnati, Ohio, United States, 45208
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Business Solutions Advisor - Forestville
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locations
Cincinnati
time type
Full time
posted on
Posted 12 Days Ago
job requisition id
24041868
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 needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes 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 prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needsPartners 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 experienceRequired
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 ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingMinimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)
Hours Per Week:40
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Business Solutions Advisor - Forestville
Apply
locations
Cincinnati
time type
Full time
posted on
Posted 12 Days Ago
job requisition id
24041868
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 needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes 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 prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needsPartners 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 experienceRequired
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 ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingMinimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)
Hours Per Week:40
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