Business Solutions Advisor - Proper Financial Center
19 hours ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Business Solutions Advisor for their Proper Financial Center in Prosper, TX. The role focuses on providing specialized and personalized financial advice and guidance to clients.
About the Role
As a Business Solutions Advisor, you will be responsible for acquiring new clients and deepening existing relationships by conducting meetings and presenting customized financial solutions. Your key responsibilities include recommending financial advice, analyzing client needs, managing client outreach, and collaborating with financial center leaders to enhance client experiences.
About You
Required:
- Demonstrated experience and proven success with business-to-business sales or small business banking.
- Strong communication skills with the ability to effectively influence clients.
- Effective customer service skills with the ability to manage the full client end-to-end experience and problem resolution.
- Proven sales track record.
- Ability to build productive partnerships and working relationships.
- Experience with outbound phone sales.
Preferred:
- 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.
- Working knowledge of small business products and services.
- Bilingual skills.
Benefits
- Opportunities for career growth and development.
- Inclusive workplace culture.
- Support for physical, emotional, and financial wellness.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Prosper, TX