Strategic Financial Solutions Advisor — Small Business

Bank of America; Portland (OR); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America, a leading financial services firm, seeks a Financial Center Advisor to provide specialized guidance across borrowing and banking offerings for clients at every life stage. You will secure new client relationships and deepen existing ones by conducting meetings and presenting tailored solutions to help clients reach their financial goals.

The role balances sales performance, operational risk, and client relationship care, with placement at various financial centers within a

Formación

• 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.
• 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.

Responsabilidades

• 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

Conocimientos

Client Management

Solution Advisory

Customer Focus

Referral Identification

Risk Management

Brand Experience

Credit Documentation

Credit Risk

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Resolution

Prospecting

Relationship Building

Educación

High School Diploma / GED

Descripción del empleo

Bank of America, a leading financial services firm, seeks a Financial Center Advisor to provide specialized guidance across borrowing and banking offerings for clients at every life stage. You will secure new client relationships and deepen existing ones by conducting meetings and presenting tailored solutions to help clients reach their financial goals.

The role balances sales performance, operational risk, and client relationship care, with placement at various financial centers within a