Business Solutions Advisor - Shirley Financial Center

TN United Kingdom; Greater London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Business Solutions Advisor to provide exceptional service and financial guidance to clients. In this role, you will leverage your expertise to build strong client relationships, analyze financial needs, and recommend tailored solutions. Your ability to influence clients and manage their end-to-end experience will be crucial in helping them achieve their financial goals. This is a fantastic opportunity to join a dynamic team focused on delivering exceptional client experiences and driving business success.

Qualifications

• Proven success in business-to-business sales or small business banking.
• Strong communication skills to influence clients effectively.
• Experience managing full client end-to-end experience.

Responsibilities

• Provide personalized service and financial advice to clients.
• Build and deepen relationships with clients through outreach.
• Analyze client financial needs and recommend services.

Skills

Risk Management

Client Management

Client Solutions Advisory

Customer and Client Focus

Relationship Building

Attention to Detail

Collaboration

Job description

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Business Solutions Advisor - Shirley Financial Center, Shirley

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Client:

Bank of America

Location:

Shirley, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

03ae7c195f7c

Job Views:

10

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Description

:

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.
• 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