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Business Solutions Advisor - Malden Centre Street Financial Center - Malden, MA

Bank of America · Malden, MA · 2 wk ago
ConsultingFull-time

About the role

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.

Responsibilities

  • Recommends financial advice and guidance that aligns 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

Requirements

  • Has demonstrated experience and proven success with business-to-business sales and/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
  • Can build productive partnerships and working relationships
  • Is experienced with outbound phone sales

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
  • Credit and Risk Assessment
  • Pipeline Management
  • Referral Management
  • Attention to Detail
  • Collaboration
  • Issue Management
  • Prospecting
  • Relationship Building

Benefits

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Pay

Not specified

Schedule

Not specified

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