Business Solutions Advisor - San Marcos Financial Center

Business Solutions Advisor

Location : San Marcos, California

To proceed with your application, you must be at least 18 years of age.

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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.

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 : 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

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position :

FDIC; Safe Act; Loan Originators

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week : 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.