Talent.com
Business Solutions Advisor - South Park Financial Center

Business Solutions Advisor - South Park Financial Center

Bank of AmericaCharlotte, NC, US
23 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
  • Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

    Shift : 1st Shift (United States of America)

    Hours Per Week : 40

    Create a job alert for this search

    Financial Advisor • Charlotte, NC, US

    Related jobs
    • Promoted
    Financial Solutions Advisor I - Charlotte

    Financial Solutions Advisor I - Charlotte

    Bank of AmericaCharlotte, NC, US
    Full-time
    Financial Solutions Advisor Stage I.At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients...Show moreLast updated: 30+ days ago
    • Promoted
    Bilingual Retail Sales Representative

    Bilingual Retail Sales Representative

    SPECTRUMLincolnton, NC, United States
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 1 day ago
    • Promoted
    Retail Sales Consultant

    Retail Sales Consultant

    SPECTRUMConcord, NC, United States
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Financial Solutions Advisor - Charlotte, NC

    Financial Solutions Advisor - Charlotte, NC

    Bank of AmericaConcord, NC, US
    Full-time
    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 o...Show moreLast updated: 19 hours ago
    • Promoted
    Seasonal Tax Expert - Local

    Seasonal Tax Expert - Local

    IntuitMidland, NC, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Air Interdiction Agent

    Air Interdiction Agent

    U.S. Customs and Border ProtectionSharon, South Carolina, US
    Full-time +1
    Pilot CBP Air Interdiction Agent.Considering making an application for this job Check all the details in this job description, and then click on Apply. Air and Marine Operations (AMO), a component o...Show moreLast updated: 8 hours ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationGastonia, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 29 days ago
    • Promoted
    Sales Representative

    Sales Representative

    BVMGastonia, NC, US
    Full-time
    Be the exclusive Publisher for your neighborhood, enjoying complete autonomy and schedule flexibility.Be in business for yourself, but not by yourself!. Sell print and digital ad products & solu...Show moreLast updated: 15 days ago
    • Promoted
    Risk Advisor

    Risk Advisor

    Enbridge Gas Distribution Inc.Gastonia, NC, United States
    Full-time
    Enbridge is committed to providing reliable, affordable, and increasingly clean energy that powers our customers every day. If you want to work for a purposeful company that values safety and collab...Show moreLast updated: 3 days ago
    • Promoted
    Bilingual Retail Sales Consultant

    Bilingual Retail Sales Consultant

    SPECTRUMBoger City, NC, United States
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Senior Business Consultant

    Senior Business Consultant

    Calculated HireCharlotte, NC, US
    Temporary
    Senior Lead Business Execution Consultant (BEC IV).Contract (W2), Weekly Pay (40 hours / week).Desired Start Date : 2 weeks from offer. Calculated Hire is in search of a Senior Lead Business Execution ...Show moreLast updated: 7 hours ago
    • Promoted
    Corporate & Private Equity Associate Attorney (Mid-Sr. Level)

    Corporate & Private Equity Associate Attorney (Mid-Sr. Level)

    Kaizen StackupMatthews, NC, US
    Full-time
    Associate – Corporate & Private Equity Practice (Top 100 Law Firm).Multiple Locations : Dallas | Pittsburgh | Charlotte | New York | Chicago | San Francisco | Los Angeles – Century C...Show moreLast updated: 16 days ago
    • Promoted
    Sales Representative

    Sales Representative

    LIBERTY NATIONALClover, SC, US
    Full-time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...Show moreLast updated: 30+ days ago
    • Promoted
    Restaurant Shift Leader (Full-Time)

    Restaurant Shift Leader (Full-Time)

    Zaxby'sStatesville, NC, US
    Full-time
    As the team at Zaxbys expands, we're saving a seat for you!.To our guests, Zaxbys is more than just a place to eat - it's a place to have fun, spend time with friends, and enjoy great food....Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Costco Free Sample Representative

    Costco Free Sample Representative

    CDS (Club Demonstration Services)Mooresville, NC, United States
    Part-time
    We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions...Show moreLast updated: 9 hours ago
    • Promoted
    Outside Sales Specialist

    Outside Sales Specialist

    Meritage HomesHickory, NC, US
    Full-time
    The Outside Sales Counselor’s primarily responsibility is to embrace Meritage Homes’ active sales culture to generate new home sales by leveraging the relationships with the Realtor and...Show moreLast updated: 7 days ago
    • Promoted
    Retail Customer Sales Specialist (Bilingual)

    Retail Customer Sales Specialist (Bilingual)

    SPECTRUMLincolnton, NC, United States
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 1 day ago
    • Promoted
    Bilingual Retail Sales Associate

    Bilingual Retail Sales Associate

    SPECTRUMBoger City, NC, United States
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 1 day ago