business solutions advisor - Seattle - Bank of America

    Bank of America
    Bank of America Seattle

    10 hours ago

    Bank of America background
    None
    Description

    Business Solutions Advisor - Ballard Financial Center

    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 :

    • 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.
    • 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.

    Skills:

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

    Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

    Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

    Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.

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