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.ResponsibilitiesRecommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes 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 prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needsPartners 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 QualificationsHas demonstrated experience and proven success with business-to-business sales and/or small business bankingHas solid communication skills with the ability to effectively influence clientsHas effective customer service skills with ability to manage the full client end-to-end experience and problem resolutionHas a proven sales track recordCan build productive partnerships and working relationshipsIs experienced with outbound phone salesDesired QualificationsExperience with financial information, spreadsheets and financial skillsExperience with in-person customer service and salesExperience working with small business clientsExperience meeting or exceeding goalsA working knowledge of small business products and servicesBilingual skillsSkillsClient ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingMinimum Education RequirementHigh School Diploma / GED / Secondary School or equivalentShift1st shift (United States of America)Hours Per Week40Pay Transparency detailsUS - MD - Parkville - **** E Joppa Rd - PERRING PARKWAY BC (MD****)Pay and benefits informationPay range$***** - $***** 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.
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📌 Business Solutions Advisor - Perring Parkway Financial Center - Parkville, Md (Melbourne)
🏢 Bank Of America
📍 Melbourne