Business Solutions Advisor - Hacienda Heights Financial Center - Bilingual Mandarin Required
Company: Disability Solutions
Location: Hacienda Heights
Posted on: September 28, 2024
|
|
Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description: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. Job expectations include effectively
balancing sales performance, operational risk, and client
relationship care by leveraging specialized
expertise.Responsibilities:--- Recommends financial advice and
guidance that align with client financial goals and needs--- Builds
and deepens relationships with new and existing clients by
leveraging the full capabilities of the bank--- Analyzes client
financial needs and applies knowledge of borrowing and banking to
recommend alternative or additional financial services that best
align with the client's unique priorities--- Connects with clients
through outreach and pipeline management activities and conducts
consistent follow-up routines to meet client needs--- Makes
decisions on client requests and makes referrals to appropriate
internal partners based on client needs--- 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 experienceRequired Qualifications:--- Bilingual Mandarin
Required--- Has demonstrated experience and proven success with
business-to-business sales, or small business banking.--- Has
strong communication skills with the ability to effectively
influence clients.--- Has effective customer service skills with
ability to manage the full client end-to-end experience and problem
resolution.--- Has a proven sales track record.--- Is able to build
productive partnerships and working relationships.--- Is
experienced with outbound phone sales.Desired Qualifications:---
Experience with financial information, spreadsheets and financial
skills.--- Experience with in-person customer service and sales.---
Experience working with small business clients.--- Experience
meeting or exceeding goals.--- A working knowledge of small
business products and services.--- Bilingual MandarinSkills:---
Risk Management--- Client Management--- Client Solutions
Advisory--- Referral Identification--- Customer and Client Focus---
Credit and Risk Assessment--- Client Experience Branding---
Pipeline Management--- Referral Management--- Credit Documentation
Requirements--- Issue Management--- Prospecting--- Relationship
Building--- Attention to Detail--- CollaborationThe following laws
or regulations restrict or prohibit the hiring of individuals with
certain specified criminal history for the position:FDIC; Safe Act;
Loan OriginatorsMinimum Education Requirement: High School Diploma
/ GED / Secondary School or equivalentShift:1st shift (United
States of America)Hours Per Week: 40Pay Transparency detailsUS - CA
- Hacienda Heights - 2101 S Hacienda Blvd - HACIENDA HEIGHTS BC
(CA7205)Pay and benefits informationPay range$26.00 - $32.89 hourly
pay, offers to be determined based on experience, education and
skill set.Formulaic incentive eligibleThis role is eligible to
participate in a formulaic incentive plan. Employees are eligible
for incentives as detailed by the specific line of business
incentive plan provisions. Formulaic plans may be comprised of
monthly, quarterly and/or annual incentive opportunities.
Incentives are earned based on the employee's performance against
defined metrics.BenefitsThis role is currently benefits eligible.
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.
Keywords: Disability Solutions, Hacienda Heights , Business Solutions Advisor - Hacienda Heights Financial Center - Bilingual Mandarin Required, Other , Hacienda Heights, California
Click
here to apply!
|