Business Solutions Advisor - Gainesville Square

Yoder Ainlay Ulmer & Buckingham, LLP; Gainesville (VA); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Business Solutions Advisor to provide personalized banking services in Gainesville. This role emphasizes building strong client relationships and delivering tailored financial solutions to meet diverse client needs. The ideal candidate will have a proven sales track record and exceptional communication skills, ensuring clients receive the best advice throughout their financial journey. Join a dynamic team that values diversity and offers competitive benefits, making a significant impact on clients' financial lives.

Qualifications

• Experience in business-to-business sales or small business banking.
• Strong communication and customer service skills.

Responsibilities

• Recommending financial advice aligned with client goals.
• Building and deepening client relationships.
• Analyzing client financial needs and suggesting suitable services.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation & Assessment

Pipeline & Referral Management

Attention to Detail

Collaboration

Issue & Prospecting Management

Relationship Building

Education

High School Diploma / GED

Job description

Business Solutions Advisor - Gainesville Square

Gainesville, Virginia

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. We are committed to being a diverse and inclusive workplace and invest heavily in our teammates and their families by offering competitive benefits.

This role involves providing specialized, personalized service, offering advice and guidance to clients through the full spectrum of banking and borrowing services at each stage of their financial life. Responsibilities include acquiring new clients, deepening existing relationships, and presenting tailored solutions to help clients meet their financial goals. The role requires balancing sales, operational risk, and client relationship management by leveraging your expertise.

Responsibilities:

• Recommending financial advice aligned with client goals
• Building and deepening client relationships
• Analyzing client financial needs and suggesting suitable financial services
• Engaging with clients through outreach and follow-up
• Making decisions on client requests and referring to internal partners
• Partnering with leaders and providing coaching to team members to enhance client experience

Required Qualifications:

• Experience and success in business-to-business sales or small business banking
• Strong communication and influence skills
• Excellent customer service and problem resolution skills
• Proven sales track record

Desired Qualifications:

• Financial knowledge and experience with spreadsheets
• In-person customer service and sales experience
• Experience with small business clients and products
• Goal achievement history
• Bilingual skills

Skills:

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

Minimum Education:

High School Diploma / GED or equivalent

Shift:

1st shift (United States)

Hours Per Week:

40

Bank of America is an equal opportunity employer and prohibits discrimination based on various factors. For more information, see our policies and rights documentation linked in the original description.