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Small Business Consultant- Costa Mesa Financial Center- Costa Mesa CA - Military Veterans

Location
Costa Mesa, CA, United States

Posted on
Feb 26, 2022

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Job Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal and business financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our small business clients when they need us most - whether they're just starting out, expanding or managing the day-to-day. We're looking for people with passion and drive to provide comprehensive financial solutions to our small business clients. You'll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client's needs and help make their financial lives better.As part of the Bank of America team, Small Business Consultants have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. Small Business Consultants partner closely with financial center employees as part of one team that delivers exceptional client care - your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The Small Business Consultant role is a great step toward a rewarding and successful career. At this stage, you'll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools needed to serve clients.From day one, you'll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles- with unlimited opportunity to grow throughout the company.We'll help youu2022 Get training and one-on-one coaching from managers who are invested in your success. You'll enroll in The Academy to develop as a consultant.u2022 Build a quality external network of business relationships within your small business banking community.u2022 Leverage the power of our company by working closely with internal and external partners to take advantage of the full capabilities of the bank.u2022 Provide small business related guidance to financial center associates through huddles and team meetings.u2022 Effectively balance sales performance, operational risk and client relationship care.As a consultant, you can look forward tou2022 Unlimited potential for financial growth and incentive awards for meeting goals.u2022 Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors.u2022 Robust marketing support to reach wider audiences with greater appeal.u2022 Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes.We're a culture thatu2022 Believes in responsible growth and has a proven dedication to supporting the communities we serve.u2022 Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.u2022 Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.u2022 Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.Required skills:u2022 Has demonstrated experience and proven success with business to business sales, or small business banking.u2022 Has strong communication skills with the ability to effectively influence clients.u2022 Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.u2022 Has a proven sales track record.u2022 Is able to build productive partnerships and working relationships.u2022 Is experienced with outbound phone sales.Desired skills:u2022 Experience with financial information, spreadsheets and financial skills.u2022 Experience with inperson customer service and sales.u2022 Experience working with small business clients.u2022 Experience meeting or exceeding goals.u2022 A working knowledge of small business products and services.u2022 Bilingual skills.Job Band:H6Shift:1st shift (United States of America)Hours Per Week:40Weekly Schedule:Monday- Friday, Saturday as neededReferral Bonus Amount:1500 --> Job Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal and business financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our small business clients when they need us most - whether they're just starting out, expanding or managing the day-to-day. We're looking for people with passion and drive to provide comprehensive financial solutions to our small business clients. You'll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client's needs and help make their financial lives better.As part of the Bank of America team, Small Business Consultants have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. Small Business Consultants partner closely with financial center employees as part of one team that delivers exceptional client care - your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The Small Business Consultant role is a great step toward a rewarding and successful career. At this stage, you'll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools needed to serve clients.From day one, you'll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles- with unlimited opportunity to grow throughout the company.We'll help youu2022 Get training and one-on-one coaching from managers who are invested in your success. You'll enroll in The Academy to develop as a consultant.u2022 Build a quality external network of business relationships within your small business banking community.u2022 Leverage the power of our company by working closely with internal and external partners to take advantage of the full capabilities of the bank.u2022 Provide small business related guidance to financial center associates through huddles and team meetings.u2022 Effectively balance sales performance, operational risk and client relationship care.As a consultant, you can look forward tou2022 Unlimited potential for financial growth and incentive awards for meeting goals.u2022 Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors.u2022 Robust marketing support to reach wider audiences with greater appeal.u2022 Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes.We're a culture thatu2022 Believes in responsible growth and has a proven dedication to supporting the communities we serve.u2022 Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.u2022 Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.u2022 Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.Required skills:u2022 Has demonstrated experience and proven success with business to business sales, or small business banking.u2022 Has strong communication skills with the ability to effectively influence clients.u2022 Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.u2022 Has a proven sales track record.u2022 Is able to build productive partnerships and working relationships.u2022 Is experienced with outbound phone sales.Desired skills:u2022 Experience with financial information, spreadsheets and financial skills.u2022 Experience with inperson customer service and sales.u2022 Experience working with small business clients.u2022 Experience meeting or exceeding goals.u2022 A working knowledge of small business products and services.u2022 Bilingual skills.Job Band:H6Shift:1st shift (United States of America)Hours Per Week:40Weekly Schedule:Monday- Friday, Saturday as neededReferral Bonus Amount:1500 Job Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal and business financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our small business clients when they need us most - whether they're just starting out, expanding or managing the day-to-day. We're looking for people with passion and drive to provide comprehensive financial solutions to our small business clients. You'll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client's needs and help make their financial lives better.As part of the Bank of America team, Small Business Consultants have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. Small Business Consultants partner closely with financial center employees as part of one team that delivers exceptional client care - your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The Small Business Consultant role is a great step toward a rewarding and successful career. At this stage, you'll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools needed to serve clients.From day one, you'll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles- with unlimited opportunity to grow throughout the company.We'll help youu2022 Get training and one-on-one coaching from managers who are invested in your success. You'll enroll in The Academy to develop as a consultant.u2022 Build a quality external network of business relationships within your small business banking community.u2022 Leverage the power of our company by working closely with internal and external partners to take advantage of the full capabilities of the bank.u2022 Provide small business related guidance to financial center associates through huddles and team meetings.u2022 Effectively balance sales performance, operational risk and client relationship care.As a consultant, you can look forward tou2022 Unlimited potential for financial growth and incentive awards for meeting goals.u2022 Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors.u2022 Robust marketing support to reach wider audiences with greater appeal.u2022 Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes.We're a culture thatu2022 Believes in responsible growth and has a proven dedication to supporting the communities we serve.u2022 Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.u2022 Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.u2022 Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.Required skills:u2022 Has demonstrated experience and proven success with business to business sales, or small business banking.u2022 Has strong communication skills with the ability to effectively influence clients.u2022 Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.u2022 Has a proven sales track record.u2022 Is able to build productive partnerships and working relationships.u2022 Is experienced with outbound phone sales.Desired skills:u2022 Experience with financial information, spreadsheets and financial skills.u2022 Experience with inperson customer service and sales.u2022 Experience working with small business clients.u2022 Experience meeting or exceeding goals.u2022 A working knowledge of small business products and services.u2022 Bilingual skills.Shift:1st shift (United States of America)Hours Per Week:40 Learn more about this role

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