Business Solutions Advisor

1 month ago


Shirley, Greater London, United Kingdom Bank of America Full time

Job Summary:

This role is responsible for providing exceptional client service and building strong relationships with financial center clients. The ideal candidate will have a strong understanding of banking and lending products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Recommend financial advice and guidance to clients based on their individual needs and goals
  • Build and deepen relationships with new and existing clients through regular outreach and follow-up
  • Analyze client financial needs and apply knowledge of banking and lending products to recommend alternative or additional services
  • Partner with financial center leaders and performance managers to provide specialized guidance and coaching to financial center associates

Requirements:

  • Proven experience in business-to-business sales or small business banking
  • Strong communication and interpersonal skills
  • Effective customer service skills with ability to manage the full client end-to-end experience
  • Proven sales track record

Desired Qualifications:

  • Experience with financial information, spreadsheets, and financial skills
  • Experience with in-person customer service and sales
  • Experience working with small business clients

Skills:

  • Risk Management
  • Client Management
  • Client Solutions Advisory
  • Referral Identification
  • Customer and Client Focus
  • Credit and Risk Assessment
  • Client Experience Branding
  • Pipeline Management
  • Referral Management
  • Credit Documentation Requirements
  • Issue Management
  • Prospecting
  • Relationship Building
  • Attention to Detail
  • Collaboration

Shift: 1st shift (United States of America)

Hours Per Week: 40



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