Current jobs related to Business Solutions Advisor-Welsh Road Financial Center - Horsham, West Sussex - Bank of America


  • Horsham, West Sussex, United Kingdom The New Homes Group Full time

    Financial Solutions ConsultantJoin The New Homes Group as a Financial Solutions ConsultantWe are looking for an enthusiastic professional to improve the financing experience for our clients.The ideal candidate should be flexible, driven, and excel in a dynamic, goal-focused setting.Benefits for Financial Solutions Consultant:Attractive Salary...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    Independent Financial Advisor OpportunityAt Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding team in Horsham, West Sussex. As a leading boutique IFA firm, we provide independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    Independent Financial Advisor OpportunityAt Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding team in Horsham, West Sussex. As a leading boutique IFA firm, we provide independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an...

  • Senior HR Advisor

    2 weeks ago


    Horsham, West Sussex, United Kingdom LHH Recruitment Solutions Full time

    Senior HR AdvisorWe are seeking a highly skilled Senior HR Advisor to join our HR team at LHH Recruitment Solutions. As a key member of our team, you will provide guidance and coaching to business leaders on HR policies, people management, and career development.Key Responsibilities:Partner with business leaders to ensure accountability for employees and...

  • Senior HR Advisor

    2 weeks ago


    Horsham, West Sussex, United Kingdom LHH Recruitment Solutions Full time

    Senior HR AdvisorWe are seeking a highly skilled Senior HR Advisor to join our HR team at LHH Recruitment Solutions. As a key member of our team, you will provide guidance and coaching to business leaders on HR policies, people management, and career development.Key Responsibilities:Partner with business leaders to ensure accountability for employees and...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    Independent Financial Advisor OpportunityAt Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding team in Horsham, West Sussex. As a leading boutique IFA firm, we provide independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    Independent Financial Advisor OpportunityAt Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding team in Horsham, West Sussex. As a leading boutique IFA firm, we provide independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    About the RoleWe are seeking an experienced Independent Financial Advisor to join our expanding team at Vision-FS Recruitment. As a leading London City-based Financial Services Recruitment business, we cover the entire UK market and specialize in IFA/Wealth Management, Private Banking, and Employee Benefits Recruitment.Key ResponsibilitiesProvide independent...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    About the RoleWe are seeking an experienced Independent Financial Advisor to join our expanding team at Vision-FS Recruitment. As a leading London City-based Financial Services Recruitment business, we cover the entire UK market and specialize in IFA/Wealth Management, Private Banking, and Employee Benefits Recruitment.Key ResponsibilitiesProvide independent...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    About the RoleWe are seeking an experienced Independent Financial Advisor to join our expanding team at Vision-FS Recruitment. As a leading London City-based Financial Services Recruitment business, we cover the entire UK market and specialize in IFA/Wealth Management, Private Banking, and Employee Benefits Recruitment.Key ResponsibilitiesProvide independent...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    About the RoleWe are seeking an experienced Independent Financial Advisor to join our expanding team at Vision-FS Recruitment. As a leading London City-based Financial Services Recruitment business, we cover the entire UK market and specialize in IFA/Wealth Management, Private Banking, and Employee Benefits Recruitment.Key ResponsibilitiesProvide independent...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About SchrodersSchroders is a leading global asset management company that provides investment solutions to individuals, institutions, and governments. Our mission is to deliver exceptional investment performance and outstanding service to our clients.Our BusinessWe operate in a dynamic and rapidly changing environment, and our business is built on a...

  • Senior Wealth Advisor

    1 month ago


    Horsham, West Sussex, United Kingdom Schroders Full time

    We are looking for a skilled and dedicated Senior Wealth Advisor to become a part of our dynamic team. In this role, you will be instrumental in guiding our clients towards their financial aspirations by delivering thorough and principled wealth management services. Ideal Candidate ProfileDue to significant expansion within our organization, we are in search...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    About the RoleVision-FS Recruitment is seeking a highly skilled and experienced Financial Planning Specialist to join its expanding Advice team.The ideal candidate will have a strong background in financial planning and investment advice, with a proven track record of delivering high-quality services to clients.Key ResponsibilitiesClient Acquisition and...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    We are looking for a skilled and dedicated Certified Wealth Advisor to become a vital member of our team. In this role, you will be instrumental in guiding our clients towards achieving their financial aspirations by offering thorough and principled wealth management services. Ideal Candidate ProfileDue to significant expansion within our organization, we...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    About the RoleVision-FS Recruitment is seeking a highly skilled and experienced Financial Planning Specialist to join its expanding Advice team.The ideal candidate will have a strong background in financial planning and investment advice, with a proven track record of delivering high-quality services to clients.Key ResponsibilitiesClient Acquisition and...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    {"h1": "Independent Financial Advisor Opportunity", "p": "At Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding Advice team. As a key member of our team, you will be responsible for providing financial planning and investment advice to new and existing clients of our firm.Key Responsibilities:* Provide...


  • Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

    {"h1": "Independent Financial Advisor Opportunity", "p": "At Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding Advice team. As a key member of our team, you will be responsible for providing financial planning and investment advice to new and existing clients of our firm.Key Responsibilities:* Provide...

  • Account Executive

    1 month ago


    Horsham, West Sussex, United Kingdom SCALA Leadership Full time

    Job Title: Sales Executive - Network Monitoring & AutomationLocation: Hybrid (1-2 days in office)Salary: Circa £50,000 base (with competitive commission structure)About SCALA Leadership:SCALA Leadership is a renowned global systems integrator with a strong presence in the market. With a workforce exceeding 1,000 professionals, we provide a diverse range of...

  • HR Advisor

    1 month ago


    Horsham, West Sussex, United Kingdom Worknest Full time £32,500 - £38,300

    HR Advisor Location: Flexible working arrangement Contract: Permanent, Full time Salary: Competitive salary based on experience Are you an experienced HR professional with a strong focus on client engagement? Perhaps you are a Senior HR Specialist looking for your next career step? If so, we invite you to explore this opportunity with us. Our HR Consultancy...

Business Solutions Advisor-Welsh Road Financial Center

3 months ago


Horsham, West Sussex, United Kingdom Bank of America Full time

Business Solutions Advisor-Welsh Road Financial Center page is loaded

Business Solutions Advisor-Welsh Road Financial Center Apply locations Horsham time type Full time posted on Posted Yesterday job requisition id

Job Description:

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 our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job 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.

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

Shift:

1st shift (United States of America)

Hours Per Week:

40 About Us

Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2. Think about why you can do the job and make a list of your skills that are relative to the job.
3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume

• Do be brief. Resumes should be 1-2 pages in length.

• Do be upbeat and active in your wording.

• Do emphasize what you have done clearly and concretely.

• Do be neat and well organized.

• Do have others proofread and critique your resume. Spell check. Make it error free.

• Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.

• Don't be dishonest, always tell the truth about yourself in the most flattering light.

• Don't include salary history or requirements.

• Don't include references.

• Don't include accomplishments that do not support your professional goals.

• Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)

• Don't use italics, underlining, shadows or other fancy treatments.

Seven steps to a successful interview
1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

#J-18808-Ljbffr