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Jobs · Consulting · California

Business Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese Required

Bank of America · Westminster, CA · 2 wk ago
ConsultingFull-time

About the role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This role 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.

We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. Our in-office culture supports collaboration, engagement, and career development with clear expectations and flexibility based on role-specific responsibilities.

Responsibilities

  • Recommend financial advice and guidance that align with client financial goals and needs
  • Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connect with clients through outreach and pipeline management activities and conduct consistent follow-up routines to meet client needs
  • Make decisions on client requests and make referrals to appropriate internal partners based on client needs
  • Partner 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

  • Bilingual Vietnamese required
  • 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
  • Proven sales track record
  • Ability to build productive partnerships and working relationships
  • Experience with outbound phone sales
  • High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators.

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 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

Schedule

  • 1st shift (United States of America)
  • 40 hours per week

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