Business Solutions Advisor - Eastridge Financial Center
$54,080–$70,138 year
On-site · San Jose, California, United States
Job Summary
Provide specialized and personalized financial guidance to Bank of America clients across borrowing and banking offerings, acquire and deepen client relationships through meetings, and present customized solutions to help clients achieve financial goals. Balance sales performance with operational risk and client-care by leveraging expertise, connect with clients via outreach and pipeline management, and make referrals to internal partners as needed. Leverage collaboration with financial center leaders and teams to deliver an exceptional client experience; responsibilities include client needs analysis, recommending additional services, and proactive follow-up to meet client needs.
Required Qualifications
- Has demonstrated experience and proven success with business-to-business sales and/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
- Can build productive partnerships and working relationships
- Is experienced with outbound phone sales
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