Business Solutions Advisor - South Gilroy Financial Center - Gilroy, CA
Company: Disability Solutions
Location: Gilroy
Posted on: September 28, 2024
Job Description:
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.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!Job Description: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 experienceRequired
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 salesDesired 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 skillsSkills:
- 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 BuildingMinimum Education Requirement: High School
Diploma / GED / Secondary School or equivalentShift:1st shift
(United States of America)Hours Per Week: 40Pay Transparency
detailsUS - CA - Gilroy - 7111 Camino Arroyo - South Gilroy BC
(CA2184)Pay and benefits informationPay range$26.00 - $32.89 hourly
pay, offers to be determined based on experience, education and
skill set.Formulaic incentive eligibleThis role is eligible to
participate in a formulaic incentive plan. Employees are eligible
for incentives as detailed by the specific line of business
incentive plan provisions. Formulaic plans may be comprised of
monthly, quarterly and/or annual incentive opportunities.
Incentives are earned based on the employee's performance against
defined metrics.BenefitsThis role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off,
resources and support to our employees so they can make a genuine
impact and contribute to the sustainable growth of our business and
the communities we serve.
Keywords: Disability Solutions, Gilroy , Business Solutions Advisor - South Gilroy Financial Center - Gilroy, CA, Accounting, Auditing , Gilroy, California
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