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Jobs · Consulting · Massachusetts

Business Solutions Advisor - New England North Market

Bank of America · Lynn, MA · Yesterday
ConsultingFull-time

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

  • Demonstrated experience and proven success with business-to-business sales and/or small business banking
  • Strong communication skills with the ability to effectively influence clients
  • Effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
  • A proven sales track record
  • Experienced with building productive partnerships and working relationships
  • Experienced with small business clients
  • A working knowledge of small business products and services

Qualifications

  • Bilingual Spanish (desired)
  • 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
  • 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

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.

If you are offered a position and commence employment, you will train at one financial center, and then the company may place you at another location within a reasonable commuting distance of your home to the extent permitted by applicable law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Schedule

Shift: 1st shift (United States of America)
Hours Per Week: 40

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