Business Solutions Advisor - Bank of America Financial Center
Overview
You will own client acquisition and deepen relationships at Bank of America's Four Penn Center Financial Center in Philadelphia by connecting with clients through outbound calls and in-person meetings. You'll analyze client financial needs and present customized borrowing and banking solutions that align with their life plans. As part of a collaborative team, you'll partner with financial center leaders and performance managers to coach associates and drive sales. This role demands proven success in business-to-business sales and the ability to manage risk while delivering exceptional client care.
What You'll Do6
- 1Build and deepen relationships with new and existing clients by leveraging Bank of America's full product suite and conducting tailored client meetings.
- 2Analyze client financial needs and apply borrowing and banking knowledge to recommend additional financial services that match their unique priorities.
- 3Drive outbound phone sales and pipeline management to consistently follow up and meet client needs within the first 90 days.
- 4Refer clients to internal partners for specialized services while making independent decisions on routine requests.
- 5Partner with financial center leaders and performance managers to coach associates during meetings, improving team delivery of client experience.
- 6Conduct consistent outreach routines to acquire new clients and deepen existing relationships, tracking results in sales tracking tools.
Requirements6
- 13+ years of experience in business-to-business sales or small business banking with a proven track record of meeting or exceeding goals.
- 2Demonstrated success in building productive partnerships and working relationships with clients and colleagues.
- 3Strong communication skills with the ability to influence clients and manage the full end-to-end experience.
- 4Experience with outbound phone sales and effective customer service skills for problem resolution.
- 5High School Diploma / GED / Secondary School or equivalent.
- 6Desired: familiarity with financial spreadsheets and credit documentation; bilingual skills a plus.
Salary Insight
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