Business Solutions Advisor - High Ridge Financial Center
Company: Disability Solutions
Location: Stamford
Posted on: October 19, 2024
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Job Description:
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 experienceRequired 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:--- 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---
CollaborationMinimum Education Requirement: High School Diploma /
GED / Secondary School or equivalentShift:1st shift (United States
of America)Hours Per Week: 40Pay Transparency detailsUS - CT -
Stamford - 1070 High Ridge RD - HIGH RIDGE BC (CT2207)Pay and
benefits informationPay range$26.00 - $32.89 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.
Keywords: Disability Solutions, New York , Business Solutions Advisor - High Ridge Financial Center, Accounting, Auditing , Stamford, New York
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