Business Solutions Advisor

3 weeks ago


Irvine, United Kingdom Bank of America Full time

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:

​• Language requirement of Mandarin or Korean

• 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:
• 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

  • Irvine, United Kingdom STEM recruitment solutions Full time

    STEM Recruitment Solutions have an excellent opportunity for a HSE Advisor to join their client working in the manufacturing sector. You will be responsible for site Health and Safety and ensuring that all legislation is adhered to. In this role you will maintain the companies' quality and environmental systems and make records of all incidents and near...


  • Irvine, United Kingdom Irwin & Colton Full time

    Health, Safety and Environment AdvisorIrvine |£30,000 to £40,000 and Excellent BenefitsWe are pleased to have been engaged by a specialist manufacturing company to recruit a Health, Safety and Environment Advisor. The organisation are leaders in their field and known for their innovative high-quality products. This role will be based at one of their UK...


  • Irvine, North Ayrshire, United Kingdom Irwin & Colton Full time

    Health, Safety and Environment AdvisorIrvine 30,000 to 40,000 and Excellent BenefitsWe are pleased to have been engaged by a specialist manufacturing company to recruit a Health, Safety and Environment Advisor. The organisation are leaders in their field and known for their innovative high-quality products. This role will be based at one of their UK...


  • Irvine, United Kingdom Irwin & Colton Full time

    Health, Safety and Environment AdvisorIrvine 30,000 to 40,000 and Excellent BenefitsWe are pleased to have been engaged by a specialist manufacturing company to recruit a Health, Safety and Environment Advisor. The organisation are leaders in their field and known for their innovative high-quality products. This role will be based at one of their UK...

  • Sales Advisor

    1 month ago


    Irvine, United Kingdom New Look Full time

    **SALES ADVISOR**: **Level**: L8 - Retail Staff **Closing Date**: 20/04/2023 **Permanent / Fixed Term**: Temporary **Store Location**: Irvine **Contract variations available**: 8 hours **More about the role**: **About Us** At New Look we all stand by our brand values; keep it simple, be brave, think customer, act with pace and take...


  • Irvine, United Kingdom Bank of America Full time

    Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

  • Business Analyst

    3 days ago


    Irvine, United Kingdom Hays Technology Full time

    Your new company Are you interested in being part of an expanding international organisation that pioneers innovations for a greener future? Leading the way in creating renewable solutions that replace traditional fossil-based materials, our client empowers not only businesses but also individuals to opt for more eco-friendly alternatives. Their commitment...

  • Business Analyst

    2 days ago


    Irvine, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new companyAre you interested in being part of an expanding international organisation that pioneers innovations for a greener future? Leading the way in creating renewable solutions that replace traditional fossil-based materials, our client empowers not only businesses but also individuals to opt for more eco-friendly alternatives. Their commitment...

  • Business Analyst

    4 days ago


    Irvine, United Kingdom Hays Technology Full time

    Your new company Are you interested in being part of an expanding international organisation that pioneers innovations for a greener future? Leading the way in creating renewable solutions that replace traditional fossil-based materials, our client empowers not only businesses but also individuals to opt for more eco-friendly alternatives. Their commitment...

  • Application Engineer

    1 month ago


    Irvine, United Kingdom Hyster-Yale Materials Handling Inc Full time

    Job TitleApplication EngineerJob DescriptionWorking within the European Application Solutions Team the candidate will support the following activities:Job aimsProviding high standard of customer service and be a trusted technical advisor to our dealers and sales teamUnderstand customer needs, emerging technologies and applicable solutions in our target...


  • Irvine, United Kingdom Rise Technical Recruitment Limited Full time

    **Process Safety Engineer** **£55,000-£60,000+Days base+ Private Healthcare+ Monthly Car Allowance+ Company Benefits** **Irvine, Scotland Commutable from Glasgow, Ayr, Maybole, Cumnock, Dalmellington** **Do you have a background in process engineering and chemical manufacturing and are looking for a lead role in a company that will provide you with a...

  • General Operative

    4 weeks ago


    Irvine, United Kingdom VRP Solutions Ltd Full time

    Our Client based in Irvine are currently looking for a Hazardous Waste Operative to join their Recycling team on an ongoing basis. The work will include working in the Hazardous Waste department within their busy Recycling Plant. You will also be required to be hands on and capable of manual handling. Shift pattern**:MONDAY - FRIDAY, 8AM until...

  • Planning Manager

    4 weeks ago


    Irvine, United Kingdom Escape Full time

    Escape Recruitment is working with a manufacturing organisation that is a world and market-leading technology business that offers state-of-the-art solutions to meet their customer's needs and has an opportunity for a Planning Manager. The Planning Manager will be responsible for the delivery of the production plan to support the three production areas...


  • Irvine, United Kingdom Briggs Equipment Full time

    **Role**:Sales/Training Co-Ordinator **Salary**:£24,000 + Commission **Contract**: Permanent & Part time considered **Location**: Access Plus/ Training Plus, Irvine, North Ayrshire (Office based) **As a Sales/Training Co-Ordinator you will be responsible for;** - Interface daily with customers who require to book health & safety training. - Sourcing and...


  • Irvine, United Kingdom Briggs Equipment Full time

    **Role**:Sales/Training Co-Ordinator **Contract**: Permanent & Part time considered **Location**: Access Plus/ Training Plus, Irvine, North Ayrshire (Office based) **As a Sales/Training Co-Ordinator you will be responsible for;** - Interface daily with customers who require to book health & safety training. - Sourcing and providing quotes for training...


  • Irvine, United Kingdom Restructa Ltd. Full time

    Restructa is the UK’s leading specialist recycler for Display products. At the forefront of sustainability, we work to provide reuse, repair and innovative recycling solutions for TV’s, Monitors and all types of WEEE. We have an opportunity for an experienced PA to join our team in Irvine. **The Role** Working directly with and supporting the...

  • Cleaning Operative

    1 month ago


    Irvine, United Kingdom Royal Mail Group Full time

    **Royal Mail P&FS are recruiting for Cleaning Operatives at Irvine Delivery Office, Irvine (KA12 8AE)** **Job Reference Number: 294161** **Pay**:£10.90 per hour **Benefits**: 22.5 days annual leave, rising to 25 after 5 years’ service, plus bank holidays, uniform, PPE, employee referral scheme and Defined Contribution pension scheme plus car...

  • Planning Manager

    14 hours ago


    Irvine, United Kingdom Escape Full time

    Escape Recruitment is working with a manufacturing organisation that is a world and market-leading technology business that offers state-of-the-art solutions to meet their customer's needs and has an opportunity for a Planning Manager.The Planning Manager will be responsible for the delivery of the production plan to support the three production areas and...

  • Procurement Officer

    1 month ago


    Irvine, United Kingdom Adecco UK Full time

    Adecco Engineering are delighted to be working exclusively with a manufacturing client. They are currently looking for a Procurement professional to join the team. This is a fantastic opportunity to join a world class employer based in Irvine Responsibilities / Main tasks: - Manages local and regional execution level sourcing activities - Represents...


  • Irvine, United Kingdom Adecco Full time

    Adecco have an exciting role in for a Multi Skilled Engineer, to join our local client on a permanent basis. You will have many responsibilities, some will include: - Full servicing of manufacturing plant, industrial machinery & equipment - Working to PPM schedules in all areas & carrying out reactive electrical and mechanical fault finding/maintenance -...