Business Solutions Advisor - Dallas Central Market, Tx Area
Bank of America (GHR)
Dallas, TX, USA
Business-to-business sales experience
Small business banking experience
Effective customer service skills
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
Job Summary
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.
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.
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.
Matching Summary
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.
Skills & Requirements
Must-have
Business-to-business sales experience
Small business banking experience
Effective customer service skills
Proven sales track record
Outbound phone sales experience
Nice-to-have
Financial information expertise
In-person customer service
Small business product knowledge
Meeting or exceeding goals
Bilingual skills
Key Requirements
High School Diploma / GED / Secondary School or equivalent