Talent.com
Business Solutions Advisor - North Valley Plaza Financial Center

Business Solutions Advisor - North Valley Plaza Financial Center

Bank of AmericaChico, CA, US
24 days ago
Job type
  • Full-time
Job description

Bank Of America Financial Advisor

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

    Pay Transparency details US - CA - Chico - 801 East Ave - North Valley Plaza (CA1148) Pay and benefits information Pay range $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This 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. Benefits This 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.

    Create a job alert for this search

    Solution Advisor • Chico, CA, US

    Related jobs
    Outside Sales Representative - Chico, CA

    Outside Sales Representative - Chico, CA

    Race CommunicationsChico, CA, US
    Full-time
    Quick Apply
    Total anticipated yearly compensation : $70,000 - $85,000+).Company vehicle, equipment, uniform, and tech provided.Free Race services (where available). Be part of a diverse and collaborative team.Co...Show moreLast updated: 1 day ago
    • Promoted
    Outside Sales Account Executive (Chico)

    Outside Sales Account Executive (Chico)

    Pacific Pure Water SystemsChico, CA, US
    Full-time +1
    Show me the money! If youre looking for a short sales cycle, with the average contract signed in 1.We are looking for a full-time Outside Sales Account Executive role, you must have.Base Salary + C...Show moreLast updated: 8 days ago
    • Promoted
    Branch Manager

    Branch Manager

    Umpqua BankChico, CA, US
    Full-time
    At Columbia Bank, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and...Show moreLast updated: 14 days ago
    • Promoted
    Branch Coordinator / Customer Service Rep

    Branch Coordinator / Customer Service Rep

    Owens & MinorChico, CA, US
    Full-time
    At Owens & Minor, we are a critical part of the healthcare process.As a Fortune 500 company with 350+ facilities across the US and 22,000 teammates in over 90 countries, we provide integrated techn...Show moreLast updated: 30+ days ago
    Veg Management Safety Yard Assessor

    Veg Management Safety Yard Assessor

    Clear Path Utility Solutions, LLCOroville, CA, US
    Full-time
    Quick Apply
    VM Qualifications Assessor • • Location : Oroville, CA Company : Clear Path Utility Solutions, LLC.CPUS is seeking a Senior Veg Management Qualifications Assessor to perform VM Assessment...Show moreLast updated: 6 days ago
    • Promoted
    Outside Sales Representative (Orland)

    Outside Sales Representative (Orland)

    BDIOrland, CA, US
    Part-time
    BDI) is the leading and fastest growing privately held global supplier of industrial products and services to companies throughout the world. Our commitment to customer service and technical experti...Show moreLast updated: 8 days ago
    • Promoted
    National Account Manager

    National Account Manager

    Aramark Uniform ServicesChico, CA, US
    Full-time
    Responsible for building business partnership with existing National Account customers and growing those accounts to increase both revenue and profit through addition of new products and services, ...Show moreLast updated: 21 days ago
    • Promoted
    National Account Manager

    National Account Manager

    VestisChico, CA, US
    Full-time
    Responsible for building business partnership with existing National Account customers and growing those accounts to increase both revenue and profit through addition of new products and services, ...Show moreLast updated: 21 days ago
    Advertising Account Executive Job at Videomaker, Inc. in Chico

    Advertising Account Executive Job at Videomaker, Inc. in Chico

    MediabistroChico, CA, United States
    Full-time
    We are seeking an advertising account executive to join our team at Videomaker Inc.You will be responsible for building and selling advertising campaigns to video and photo tech companies for Video...Show moreLast updated: 30+ days ago
    PART TIME SALES REP-CHICO CA COSTCO $26 / hr+BONUS

    PART TIME SALES REP-CHICO CA COSTCO $26 / hr+BONUS

    Direct Demo LLCChico, CA, US
    Full-time +1
    Quick Apply
    WE'RE CURRENTLY HIRING A SALES REP FOR CHICO COSTCO!.Seeking positive, energetic, and sales-focused professionals who can be passionate brand ambassadors!. This is a fantastic opportunity selling nu...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Solutions Advisor - North Sacramento Area

    Financial Solutions Advisor - North Sacramento Area

    Bank of AmericaChico, CA, US
    Full-time
    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; FINRA.At Bank of America...Show moreLast updated: 5 days ago
    • Promoted
    Sales and Management Intern

    Sales and Management Intern

    BuckleChico, CA, US
    Full-time
    The Sales and Management Intern position's primary responsibility is to fulfill our mission statement, "to create the most enjoyable shopping experience possible for our Guests.Additionally, Sales ...Show moreLast updated: 18 days ago
    Banker I (Teller I)

    Banker I (Teller I)

    Banner BankCorning, California, United States, 96021
    Full-time
    More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...Show moreLast updated: 13 days ago
    • Promoted
    Air Interdiction Agent

    Air Interdiction Agent

    U.S. Customs and Border ProtectionSouth Oroville, CA, United States
    Full-time
    Pilot CBP Air Interdiction Agent.Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP), offers skilled Pilots interested in law enforcement an opportunity to work wi...Show moreLast updated: 5 days ago
    • Promoted
    Outside Sales Representative

    Outside Sales Representative

    BDIOrland, CA, US
    Full-time
    BDI) is the leading and fastest growing privately held global supplier of industrial products and services to companies throughout the world. Our commitment to customer service and technical experti...Show moreLast updated: 10 days ago
    • Promoted
    B2B Sales Representative

    B2B Sales Representative

    Slice Merchant ServicesChico, CA, US
    Full-time
    Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Slice has put together a comprehensive package of products and service...Show moreLast updated: 1 day ago
    • Promoted
    Sr. Accountant

    Sr. Accountant

    Robert HalfChico, CA, US
    Full-time
    Amanda Warren with Robert Half is looking for a detail-oriented Senior Accountant to join our team in Chico, California.In this role, you will handle complex financial tasks, including preparing re...Show moreLast updated: 27 days ago
    • Promoted
    Outside Sales Account Executive

    Outside Sales Account Executive

    Pacific Pure Water SystemsChico, CA, United States
    Full-time
    Show me the money! If you’re looking for a short sales cycle, with the average contract signed in 1.We are looking for a full-time Outside Sales Account Executive role, you must have.Base Salary + ...Show moreLast updated: 14 days ago
    • Promoted
    Client Relationship Consultant 3 (Banker) - Orland, CA (35hrs)

    Client Relationship Consultant 3 (Banker) - Orland, CA (35hrs)

    U.S. BancorpOrland, CA, US
    Full-time
    Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...Show moreLast updated: 19 days ago
    • Promoted
    Utility Universal Banker

    Utility Universal Banker

    Mechanics BankChico, CA, US
    Full-time
    Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Chico South Branch.Under general supervision, independently and accurately perform the full range of tel...Show moreLast updated: 30+ days ago