Business Solutions Advisor - Woodbridge Financial Center - Language of Mandarin or Korean Required
Company: Bank Of America
Location: Irvine
Posted on: May 3, 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 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:
40by Jobble
Keywords: Bank Of America, Riverside , Business Solutions Advisor - Woodbridge Financial Center - Language of Mandarin or Korean Required, Accounting, Auditing , Irvine, California
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