Business Solutions Advisor - Florin Financial Center

Bank of America

Sacramento, CA, US
Base: $26.00 - $33.72 hourly; bonus/equity: formul...
Client solutions advisory
Client relationship management
Outbound phone sales experience
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

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 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.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 at each stage of the client's life plan.

Salary

Base: $26.00 - $33.72 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client Solutions Advisory
  • Client Relationship Management
  • Outbound Phone Sales Experience
  • Sales Performance Management
  • Customer Service Skills

Nice-to-have

  • Financial Information Analysis
  • In-Person Customer Service
  • Bilingual Spanish Skills
  • Collaboration and Teamwork
  • Attention to Detail

Key Requirements

  • Demonstrated business-to-business sales experience
  • Proven small business banking experience
  • Proven sales track record
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

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