Business Solutions Advisor - Silicon Valley Market area
Bank of America · San Leandro, CA · 5 days ago
SalesFull-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
- 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
The company offers a comprehensive benefits package including health insurance, retirement plans, and paid time off.
Pay
The salary range for this position is $50,000 - $80,000 annually, depending on experience and qualifications.
Schedule
The position is available on a 1st shift (United States of America) basis, with 40 hours per week.