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Bank of America
Business Solutions Advisor - Santa Monica Coast Market
Bank of America · Los Angeles, CA, United States · via LinkedIn
10 hours ago
$26.00–$33.72 an hour
Full–time
No Degree Mentioned
Apply on LinkedIn
Job highlights
Identified by Google from the original job post
Qualifications
Has demonstrated experience and proven success with business-to-business sales and/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
16 more items(s)
Responsibilities
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
8 more items(s)
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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 experience
Required Qualifications:
• Has demonstrated experience and proven success with business-to-business sales and/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
• Can 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 skills
Skills:
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC; Safe Act; Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
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City National Bank
Product Manager II Treasury Management Solutions
City National Bank · Los Angeles, CA, United States · via LinkedIn
8 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Apply on Talents By Vaia
Apply on Learn4Good
Job highlights
Identified by Google from the original job post
Qualifications
Minimum 3 years of relevant banking product management experience required
Minimum 3 years of banking experience required
Minimum 2 years of experience managing medium to large projects required
7 more items(s)
Benefits
Starting base salary: $87,027 - $138,965 per year
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
9 more items(s)
Responsibilities
The Product Management function includes the following responsibilities:Develops, manages, and owns products and programs that support corporate defined strategies and initiatives and contribute to the bank's competitive edge in the marketplace
Supports the creations of new products to increase market share
Supports the development and enhancements strategic products to meet the bank's profitability goals
29 more items(s)
Job description
PRODUCT MANAGER II TREASURY MANAGEMENT SOLUTIONS
WHAT IS THE OPPORTUNITY?
The Product Management function includes the following responsibilities:Develops, manages, and owns products and programs that support corporate defined strategies and initiatives and contribute to the bank's competitive edge in the marketplace.Supports the creations of new products to increase market share. Supports the development and enhancements strategic products to meet the bank's profitability goals.Provides direction and support relative to product design, enhancement, research, pricing/fees/profitability, implementation, analysis, reporting and performance. Product Management is an ongoing cycle. It begins with analysis of needs and opportunities, leading to product development. Once the product is developed, colleagues must be trained, policies and procedures developed, pricing and positioning established, and marketing materials created. Subsequently, product tracking occurs, followed by analysis and recommendations to enhance the product to provide better service to clients or to be more competitive in the marketplace.Product Management coordinates and manages the formulation and implementation of all activities for a specific product or product line from conception to marketplace; performs economic and market research and analysis; provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product line.
💡 Quick Summary
Seeking a career-building opportunity? The Product Manager position is now open for candidates interested in the Bank Jobs sector. This role in Los Angeles offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
