Talent.com
Business Solutions Advisor - South Bay Pavilion at Carson Financial Center
Business Solutions Advisor - South Bay Pavilion at Carson Financial CenterBank of America • Carson, CA, US
Business Solutions Advisor - South Bay Pavilion at Carson Financial Center

Business Solutions Advisor - South Bay Pavilion at Carson Financial Center

Bank of America • Carson, CA, US
4 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 Spanish.
  • 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.

    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

    Shift : 1st shift (United States of America)

    Hours Per Week : 40

    Pay Transparency details US - CA - Carson - 870 E Del Amo Blvd - SOUTH BAY PAVILION AT CARSON BC (CA8205) 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.

    Create a job alert for this search

    Solution Advisor • Carson, CA, US

    Related jobs
    Partner

    Partner

    CyberCoders • Los Angeles, CA, US
    Full-time
    Our law firm dedicated to providing responsive, quality, and result-oriented services to our clients.Whether defending our clients in litigation or offering proactive advice designed to prevent lit...Show more
    Last updated: 30+ days ago • Promoted
    Senior Client Director

    Senior Client Director

    Schroders • Newport Beach, CA, United States
    Full-time
    We're a global investment manager.We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.We have ...Show more
    Last updated: 1 day ago • Promoted
    SLED Client Executive Leader

    SLED Client Executive Leader

    California Staffing • Los Angeles, CA, US
    Full-time
    NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us.If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now....Show more
    Last updated: 6 days ago • Promoted
    Account Executive, Mid-Market

    Account Executive, Mid-Market

    VirtualVocations • Pasadena, California, United States
    Full-time
    A company is looking for an Account Executive, Mid-Market.Key Responsibilities Manage prospects from lead to close through a complex sales cycle Demonstrate the company's value and solutions to ...Show more
    Last updated: 30+ days ago
    Trial Partner

    Trial Partner

    O'Hagan Meyer • Newport Beach, CA, US
    Full-time
    This is an exceptional opportunity for an attorney with a proven track record in high-stakes litigation and trial experience to lead and manage significant cases across various practice areas.The i...Show more
    Last updated: 5 days ago • Promoted
    Partner- Bankruptcy and Restructuring

    Partner- Bankruptcy and Restructuring

    EisnerAmper • Los Angeles, CA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 30+ days ago • Promoted
    Client Success Manager

    Client Success Manager

    Woundtech • Los Angeles County, CA, United States
    Full-time
    Woundtech is seeking a results-oriented.Client Success Manager- MSO Focus.Management Services Organizations (MSOs) in the healthcare sector. This role is critical to our mission of delivering value-...Show more
    Last updated: 21 days ago • Promoted
    Account Supervisor

    Account Supervisor

    Syneos Health / inVentiv Health Commercial LLC • Santa Monica, CA, United States
    Full-time
    You are intelligent, passionate, and able to affect change.In this role, you will work on high-visibility, large-scale projects while maintaining close individual relationships.You will serve as a ...Show more
    Last updated: 30+ days ago • Promoted
    Manager, Client Success

    Manager, Client Success

    Whalar Group • Los Angeles, CA, US
    Full-time
    Job Title : Manager, Client Success.Work Location : Remote from Los Angeles.Foam, part of Whalar Group, is the operating system for managing digital talent. Foam is a suite of intuitive pitching tools...Show more
    Last updated: 25 days ago • Promoted
    Business Relationship Officer

    Business Relationship Officer

    Unavailable • San Gabriel, CA, United States
    Full-time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
    Last updated: 22 hours ago • Promoted • New!
    Financial Consultant- Century City, CA

    Financial Consultant- Century City, CA

    Fidelity Investments • Calabasas, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
    Last updated: 27 days ago • Promoted
    Defined Benefits Client Manager

    Defined Benefits Client Manager

    VirtualVocations • Huntington Beach, California, United States
    Full-time
    A company is looking for a DB Senior Client Manager I.Key Responsibilities Oversee daily operational performance for assigned clients and manage operations teams Utilize expert knowledge to inte...Show more
    Last updated: 1 day ago
    Client Manager II

    Client Manager II

    VirtualVocations • Pasadena, California, United States
    Full-time
    A company is looking for a Client Manager II (Remote).Key Responsibilities Serve as the primary contact for clients regarding project initiatives and manage communications across teams Act as a ...Show more
    Last updated: 30+ days ago
    Client Manager, Payment Integrity

    Client Manager, Payment Integrity

    VirtualVocations • Carson, California, United States
    Full-time
    A company is looking for a Client Manager, Payment Integrity to manage client relationships and ensure operational alignment in healthcare delivery. Key Responsibilities Manage relationships with ...Show more
    Last updated: 6 days ago
    Lead Client Partner

    Lead Client Partner

    Pinterest • Los Angeles, CA, United States
    Full-time
    Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to br...Show more
    Last updated: 30+ days ago • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    EisnerAmper • Woodland Hills, CA, United States
    Full-time
    Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.Our firm ...Show more
    Last updated: 1 day ago • Promoted
    Account Executive, General Imaging - Los Angeles

    Account Executive, General Imaging - Los Angeles

    Siemens Healthineers • Los Angeles, CA, US
    Full-time
    Join us in pioneering breakthroughs in healthcare.Our inspiring and caring environment forms a global community that celebrates diversity and individuality. We encourage you to step beyond your comf...Show more
    Last updated: 6 days ago • Promoted
    Client Success Manager II

    Client Success Manager II

    SQA Services • Palos Verdes Estates, CA, US
    Full-time +1
    We have a global footprint that supports complex and highly regulated supply chains.The partnerships SQA has created over the past 30 years have benefitted our clients’ integrated strategies,...Show more
    Last updated: 18 days ago • Promoted