Merrill Financial Solutions Advisor - Memphis Little Rock Market jobs at Bank Of America in United States, Memphis
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Memphis
3 jobs found
12.05.2025
BOA
Bank Of America Business Banking Relationship Mgr Small - Memphis TN Area United States, Tennessee, Memphis
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
At Bank of America, The Merrill Financial Solutions Advisor - Memphis Little Rock Market role is an invaluable asset to the U.S. tech industry. As a Financial Solutions Advisor (FSA), you must possess a unique combination of sales and leadership skills to successfully guide customers through navigating their financial goals.
You will be a tireless advocate of the Bank of America teams, customers, and clients. You will identify our customers' needs and provide thorough and outstanding customer service. You will collaborate with team members and business partners to present the best solutions to improve the customer's financial situation every step of the way.
In this role, you will assess the financial situation of our clients, develop tailored advice, plans and investments with a focus on creating long-term relationships. You will proactively identify, acquire and retain new customers by understanding their needs through careful analysis.
You should have a good understanding of the complete spectrum of banking products, services, investments, and strategies.. As you would be working in an urban marketplace, you must possess an understanding of the demographic nuances and complexities of the city.
Your success as a Financial Solutions Advisor - Memphis Little Rock Market requires excellent interpersonal, time-management, and communication skills. Flexibility and the ability to work at a fast-pace are necessary attributes for those choosing to take on this role.
If you believe that you possess the necessary skills and experience and would like to be a part of the Bank of America's team, please apply to the Merrill Financial Solutions Advisor - Memphis Little Rock Market role on Expoint, the job searching platform made solely for the U.S. tech industry. Here, your hard work and skills will be rewarded with excellent growth prospects.