Business Solutions Advisor - Trinity At Mitchell Ranch Financial Center - Trinity, Fl

Bank of America Merrill Lynch

Trinity, FL, United States
Not specified; not specified; not specified
Onsite
Proven success with business-to-business sales
Strong communication and influence skills
Effective customer service and problem resolution
The Bank of America Merrill Lynch is seeking a Business Solutions Advisor for their Trinity Financial Center in Trinity, FL. The position focuses on providing tailored financial advice to clients, fostering relationships, and driving sales performance while ensuring an exceptional customer experience

Job Summary

  • The role focuses on 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 clients and deepening existing relationships by conducting meetings and presenting customized solutions to help clients achieve their financial goals.
  • Bank of America is committed to an in-office culture where selected employees may be required to work onsite in accordance with workplace excellence policies.

Matching Summary

Match Score: 85

The Bank of America Merrill Lynch is seeking a Business Solutions Advisor for their Trinity Financial Center in Trinity, FL. The position focuses on providing tailored financial advice to clients, fostering relationships, and driving sales performance while ensuring an exceptional customer experience.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Proven success with business-to-business sales
  • Strong communication and influence skills
  • Effective customer service and problem resolution
  • Demonstrated sales track record
  • Experience with outbound phone sales

Nice-to-have

  • Experience with financial information and spreadsheets
  • In-person customer service and sales experience
  • Working knowledge of small business products
  • Bilingual skills for diverse client base
  • Ability to meet or exceed goals consistently

Key Requirements

  • High School Diploma / GED or equivalent
  • Demonstrated experience in B2B sales or small business banking
  • Proven sales track record required

Work Rights

Not specified

Tailored Resume

Cover Letter