Financial Solutions Advisor - Client Growth

ghr; Dublin; On-site; EUR 45,000 - 65,000; Full time

Job summary

Bank of America Dublin is seeking a Client Advisor to provide specialized, personalized service and guidance to financial center clients through borrowing and banking offerings at every life stage. You will acquire new clients and deepen existing relationships by conducting client meetings and presenting tailored solutions to help them reach financial goals.

Responsibilities include balancing sales performance, operational risk, and client relationship care by leveraging your expertise, with

Qualifications

• 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.
• Has a proven sales track record.
• Can build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

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

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Risk Management

Pipeline Management

Relationship Building

Prospecting

Attention to Detail

Collaboration

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Dublin is seeking a Client Advisor to provide specialized, personalized service and guidance to financial center clients through borrowing and banking offerings at every life stage. You will acquire new clients and deepen existing relationships by conducting client meetings and presenting tailored solutions to help them reach financial goals.

Responsibilities include balancing sales performance, operational risk, and client relationship care by leveraging your expertise, with