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- Tasks: Help clients achieve financial goals through personalised banking advice and relationship building.
- Company: Join Bank of America, a leader in financial services dedicated to making lives better.
- Benefits: Enjoy competitive benefits, flexible work options, and a supportive team environment.
- Why this job: Make a real impact while growing your career in a diverse and inclusive workplace.
- Qualifications: High school diploma required; experience in sales or customer service preferred.
- Other info: Full-time position with opportunities for learning and professional development.
The predicted salary is between 28800 - 43200 £ per year.
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!
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.
- 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:
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Referral Identification
- Risk Management
- Client Experience
- Branding
- Credit Documentation Requirements
- Credit and Risk Assessment
- Pipeline Management
- Referral Management
- Attention to Detail
- Collaboration
- Issue Management
- Prospecting
- Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
Business Solutions Advisor - Lionville Crossroads Square Financial Center employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Solutions Advisor - Lionville Crossroads Square Financial Center
✨Tip Number 1
Familiarise yourself with Bank of America's values and mission. Understanding their commitment to responsible growth and client relationships will help you align your answers during the interview, showcasing how you can contribute to their goals.
✨Tip Number 2
Prepare specific examples from your past experiences that demonstrate your success in business-to-business sales or small business banking. Highlighting these achievements will show your potential value to the team.
✨Tip Number 3
Practice your communication skills, especially in influencing and advising clients. Role-playing common client scenarios can help you articulate your approach to building relationships and providing tailored financial solutions.
✨Tip Number 4
Network with current or former employees of Bank of America. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
We think you need these skills to ace Business Solutions Advisor - Lionville Crossroads Square Financial Center
Some tips for your application 🫡
Tailor Your CV: Make sure to customise your CV to highlight your experience in business-to-business sales and small business banking. Use specific examples that demonstrate your success in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong communication skills and ability to influence clients. Mention how your background aligns with the responsibilities of the Business Solutions Advisor role.
Highlight Relevant Skills: Emphasise your client management, customer service, and relationship-building skills. Provide concrete examples of how you've successfully managed client experiences and resolved issues in the past.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents for any errors. Consider asking a friend or mentor to review them as well, ensuring they are neat and well-organised.
How to prepare for a job interview at Bank of America
✨Understand the Role
Before your interview, make sure you thoroughly understand the responsibilities of a Business Solutions Advisor. Familiarise yourself with how this role contributes to client relationships and financial goals, as well as the specific services offered by Bank of America.
✨Showcase Your Sales Experience
Since the role requires a proven sales track record, be prepared to discuss your previous experiences in business-to-business sales or small business banking. Highlight specific achievements and how you successfully built client relationships.
✨Prepare Thoughtful Questions
Demonstrate your interest in the position by preparing insightful questions about the team dynamics, client management strategies, and growth opportunities within the company. This shows that you are engaged and serious about the role.
✨Practice Active Listening
During the interview, practice active listening. This means not only hearing the questions but also understanding the underlying concerns. Respond thoughtfully to show that you value the interviewer's insights and are keen on providing tailored solutions.
