Business Solutions Advisor - Forsyth Clayton Financial Center

Bank of America Merrill Lynch

Forsyth Clayton, GA, United States
In-office with flexibility based on role-specific considerations.
Proven success with b2b sales
Small business banking experience
Strong communication and influence skills
Bank of America Merrill Lynch is seeking a Business Solutions Advisor for their Forsyth Clayton Financial Center, tasked with providing personalized financial advice and building client relationships. The role emphasizes sales performance, customer service, and collaboration with financial center associates to enhance client experiences

Job Summary

  • The role focuses on providing specialized advice to help clients achieve their financial goals through borrowing and banking offerings.
  • Candidates must balance sales performance, operational risk, and client relationship care while leveraging specialized expertise.
  • The position requires building productive partnerships with financial center leaders to provide coaching and ensure exceptional client experiences.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Business Solutions Advisor for their Forsyth Clayton Financial Center, tasked with providing personalized financial advice and building client relationships. The role emphasizes sales performance, customer service, and collaboration with financial center associates to enhance client experiences.

Skills & Requirements

Must-have

  • Proven success with B2B sales
  • Small business banking experience
  • Strong communication and influence skills
  • Full client end-to-end service management
  • Outbound phone sales capability

Nice-to-have

  • Experience with financial spreadsheets
  • In-person customer service background
  • Bilingual language skills
  • Knowledge of small business products
  • Track record of exceeding goals

Key Requirements

  • High School Diploma or GED
  • Demonstrated B2B sales track record
  • Experience in small business banking

Work Rights

Not specified

Tailored Resume

Cover Letter