... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
Credit Solutions Advisor - Altamonte Springs Altamonte Springs, Florida To proceed with your ... associates during meetings to assist with team delivery of an exceptional client experience ...
Credit Solutions Advisor - Altamonte Springs Altamonte Springs, Florida To proceed with your ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
Presents potential home lending product solutions, submits the mortgage application, assists ... financial center associates regarding delivery of an exceptional client experience Required ...
Presents potential home lending product solutions, submits the mortgage application, assists ... financial center associates regarding delivery of an exceptional client experience Required ...
Presents potential home lending product solutions, submits the mortgage application, assists ... financial center associates regarding delivery of an exceptional client experience Required ...
Presents potential home lending product solutions, submits the mortgage application, assists ... financial center associates regarding delivery of an exceptional client experience Required ...
... credit solutions and sustainable portfolio results. Works closely with sales leadership, relationship managers, and associates to support strategic objectives and business plans through daily ...
... credit solutions and sustainable portfolio results. Works closely with sales leadership, relationship managers, and associates to support strategic objectives and business plans through daily ...
Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and ... Trains, coaches, and mentors Credit Analysts and Associates * Serves as a key member of the ...
Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and ... Trains, coaches, and mentors Credit Analysts and Associates * Serves as a key member of the ...
Key responsibilities include working with clients to design and execute credit solutions, leading ... Mentors and supports associates * Leads the deal team for new originations, modification and ...
Key responsibilities include working with clients to design and execute credit solutions, leading ... Mentors and supports associates * Leads the deal team for new originations, modification and ...
Key responsibilities include working with clients to design and execute credit solutions, leading ... Mentors and supports associates * Leads the deal team for new originations, modification and ...
Key responsibilities include working with clients to design and execute credit solutions, leading ... Mentors and supports associates * Leads the deal team for new originations, modification and ...
Key responsibilities include working with clients to design and execute credit solutions, leading ... Mentors and supports associates * Leads the deal team for new originations, modification and ...
Key responsibilities include working with clients to design and execute credit solutions, leading ... Mentors and supports associates * Leads the deal team for new originations, modification and ...
Mentors and supports associates * Leads the deal team for new originations, modification and ... solution for the client or prospect. * Requires expertise in the origination of tax credit equity ...
Mentors and supports associates * Leads the deal team for new originations, modification and ... solution for the client or prospect. * Requires expertise in the origination of tax credit equity ...
Credit Products Commercial Portfolio Manager
Miami, FL · On-site
$113K - $136K/yr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... solutions, identifying issues and developing remediation and underwriting on a timely basis
Credit Products Commercial Portfolio Manager
Miami, FL · On-site
$113K - $136K/yr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... solutions, identifying issues and developing remediation and underwriting on a timely basis
Credit Representstive
Brandon, FL · On-site
Company Description US Tech Solutions is a global staff augmentation firm providing a wide-range of ... Associates Degree or equivalent work experience* At least 1-3 years of related work experience Data ...
Credit Representstive
Brandon, FL · On-site
Company Description US Tech Solutions is a global staff augmentation firm providing a wide-range of ... Associates Degree or equivalent work experience* At least 1-3 years of related work experience Data ...
VP, Relationship Manager - PCS
Miami, FL · On-site
... credit solutions and cross‑selling complementary products and services in support of overall ... Associate's degree with a minimum of seven (7) years banking‑related experience in product sales ...
VP, Relationship Manager - PCS
Miami, FL · On-site
... credit solutions and cross‑selling complementary products and services in support of overall ... Associate's degree with a minimum of seven (7) years banking‑related experience in product sales ...
... credit solutions and cross-selling complementary products and services in support of overall ... Associate's degree with a minimum of seven (7) years banking-related experience in product sales ...
... credit solutions and cross-selling complementary products and services in support of overall ... Associate's degree with a minimum of seven (7) years banking-related experience in product sales ...
Credit Solutions Associate information
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Credit Solutions Advisor - Altamonte Springs
Altamonte Springs, FL
Full-time
Posted 15 days ago
Bank Of America rating
8.3
Based on 538 frontline employees who took The Breakroom Quiz
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, 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 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
Shift:
1st shift (United States of America)Hours Per Week:
40What Bank Of America employees say
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About Bank Of America
Sourced by ZipRecruiter
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.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US