Jobs
>
New York City

    Business Solutions Advisor - New York, United States - Bank of America

    Bank of America
    Bank of America New York, United States

    2 weeks ago

    Bank of America background
    OTHER
    Description


    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 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

    Required Qualifications:

    • Mandarin Language
    • 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:

    • Risk Management
    • Client Management
    • Client Solutions Advisory
    • Referral Identification
    • Customer and Client Focus
    • Credit and Risk Assessment
    • Client Experience Branding
    • Pipeline Management
    • Referral Management
    • Credit Documentation Requirements
    • Issue Management
    • Prospecting
    • Relationship Building
    • Attention to Detail
    • Collaboration
    Shift:

    1st shift (United States of America)

    Hours Per Week:

    40
  • The Bank of America Corporation

    Business Solutions Advisor

    2 weeks ago

    The Bank of America Corporation New York, United States

    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 Solutions Advisor, Business, B ...

  • The Bank of America Corporation

    Business Solutions Advisor

    2 weeks ago

    The Bank of America Corporation New York, United States

    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 Solutions Advisor, Financial, ...

  • Bank of America

    Business Solutions Advisor

    1 week ago

    Bank of America New York, United States

    Business Solutions Advisor - Canal Street and Broadway - Bilingual Mandarin Required · New York, New York · **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 Growt ...

  • Bank of America

    Business Solutions Advisor

    1 week ago

    Bank of America New York, United States

    Business Solutions Advisor - Chinatown - Bayard Financial Center - Bilingual Mandarin Required · New York, New York · **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. Respons ...

  • Bank of America

    Business Solutions Advisor

    1 week ago

    Bank of America New York, United States Full time

    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 includ ...

  • Bank of America

    Business Solutions Advisor

    2 weeks ago

    Bank of America New York, United States OTHER

    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. ...

  • The Bank of America Corporation

    Merrill Financial Solutions Advisor

    4 weeks ago

    The Bank of America Corporation New York, United States

    At Bank of America, were guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth manag Solutions Advisor, Financial, ...

  • Bessemer Trust

    Analyst - Client Advisor Solutions

    1 week ago

    Bessemer Trust New York, United States

    Bessemer Trust is seeking a dynamic and analytical individual to join our team as an Analyst for the Head of Client Advisor Solutions. The ideal candidate will possess strong presentation skills, adeptness in working with and manipulating data sets, and a proactive, self-starting ...

  • Bank of America

    Merrill Financial Solutions Advisor

    1 week ago

    Bank of America New York, United States

    Merrill Financial Solutions Advisor - SD Financial Center · New York, New York;Brooklyn, New York; Staten Island, New York · **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. ...

  • The Bank of America Corporation

    Business Solutions Advisor

    1 week ago

    The Bank of America Corporation Brooklyn, United States

    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 Solutions Advisor, Business, R ...

  • The Bank of America Corporation

    Business Solutions Advisor

    2 weeks ago

    The Bank of America Corporation Brooklyn, United States

    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 Solutions Advisor, Financial, ...

  • Bank of America

    Business Solutions Advisor

    1 week ago

    Bank of America Brooklyn, United States

    Business Solutions Advisor - Brooklyn, NY - Bilingual Russian Required · Brooklyn, New York;Brooklyn, New York · **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 ...

  • Bank of America

    Business Solutions Advisor

    1 week ago

    Bank of America Brooklyn, United States

    Business Solutions Advisor - Brighton Beach Financial Center - Bilingual Russian Required · Brooklyn, New York · **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 ...

  • Bank of America

    Merrill Financial Solutions Advisor

    1 week ago

    Bank of America Jersey City, United States

    Merrill Financial Solutions Advisor - Morristown Short Hills Market · Short Hills, New Jersey;Summit, New Jersey; Westfield, New Jersey; Jersey City, New Jersey; Florham Park, New Jersey; Westfield, New Jersey · **Job Description:** · At Bank of America, we are guided by a com ...

  • Bank of America

    Financial Solutions Advisor

    2 weeks ago

    Bank of America Belleville, United States

    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. ...

  • Bank of America

    Financial Solutions Advisor

    1 week ago

    Bank of America Elmwood Park, United States

    Financial Solutions Advisor - Consumer Investments - Bergen Market · West New York, New Jersey;Elmwood Park, New Jersey; Teaneck, New Jersey · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of ...

  • Bank of America

    Business Solutions Advisor

    3 weeks ago

    Bank of America East Brunswick, United States

    Business Solutions Advisor - East Brunswick Financial Center page is loaded · Business Solutions Advisor - East Brunswick Financial Center · Apply · locations · East Brunswick · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Description: ...

  • Bank of America

    Financial Solutions Advisor

    1 week ago

    Bank of America Farmingdale, United States

    Financial Solutions Advisor - Consumer Investments - Western Long Island Market · Farmingdale, New York · **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 ...

  • Citi

    Learning Advisor, Enterprise Services and Public

    2 weeks ago

    Citi New York, United States

    The Learning Advisor is responsible for all matters related to the learning and culture needs of Enterprise Services and Public Affairs (ESPA). The Learning Advisor will be required to develop an in-depth understanding of the needs of ESPA, and address those needs via leveraging ...

  • Morgan Stanley

    Uma Portfolio Manager

    3 weeks ago

    Morgan Stanley New York, United States

    UMA Portfolio Manager · Job Number: · 3251900 · POSTING DATE: May 7, 2024 · PRIMARY LOCATION: Americas-United States of America-New York-New York · EDUCATION LEVEL: Bachelor's Degree · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Assistant Vice President · DES ...