Business Advisor jobs in United States, California, Fontana

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

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

Job Description:

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; FINRA.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications:

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills:

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Monday – Fridays and rotating Saturdays

Crown Technical Systems, a Flex Company, is a leading manufacturer of power distribution and control equipment, specializing in: Relay Panels, Switchgear, Control Enclosures and Custom Substation Enclosures. Over the years, Crown has expanded its product line and geographic footprint, including facilities in Fontana, CA, Dallas, TX, and Toronto, ON. Crown’s mission is to make the power grid safe, smart, dependable, and secure, and its solutions are tailored for utilities, data centers, renewables, industrial, and transportation sectors.

As abased inyour day will blend strategic planning, client engagement, and cross-functional collaboration. You’ll start by reviewing pipeline activity and preparing reaching out to prospective and current clients. Most days would involve onsite meetings, where you assess customer needs and present tailored solutions. You’ll work closely with engineering, estimating, and marketing teams to align offerings with client expectations.

What a typical day looks like:

• Plan and prioritize personal sales activities and customer/prospective customer contact towards achieving acknowledge business aims, including costs and sales.

• Maintain and develop current and new customer relationships to optimize quality of service, business growth, and customer satisfaction.

• Use customer/potential customer contact tools and systems where available, and update relevant information held in these systems.

• Plan/carry out/hold up local marketing activities to acknowledge budgets and timescales, and integrate personal sales efforts with other organized marketing activities, e.g., product launches, promotions, advertising, exhibitions and telemarketing.

• Study and learn all parts if the sales process including but not limited to, services offered, financial offers, contract terms and negotiation, trade compliance, after market services.

• Acknowledge to and follow up sales enquiries using appropriate methods.

• Contribute with other business development and accounts to ensure all services are presented to target customers.

• Monitor and report on market and contender activities and provide relevant reports and information.

• Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships.

• Attend and present at external customer meetings and internal meetings with other company functions necessary to perform duties and aid business development.

The experience we are looking to add to our team:

• A Bachelor’s degree in Engineering or a related field aligned with the company’s products and services is preferred.

• Minimum of five years of experience in product sales, technical account management, or a related role is required, ideally within industries such as utilities, manufacturing, or infrastructure solutions.

• Proven ability to communicate effectively with end-users, understand their technical and operational needs, and drive solutions that lead to successful deal closures.

• Ability to respond effectively to the most sensitive inquiries or complaints.

• Ability to research target companies through electronic means as well through series of inquiries to target employees and industry partners.

• Ability understand target’s supply chain challenges.

What you'll receive for the great work you provide:

• Full range of medical, dental, and vision plans
• Life Insurance
• Short-term and Long-term Disability
• Matching 401(k) Contributions
• Vacation and Paid Sick Time
• Tuition Reimbursement

located in Fontana, CA

Reporting to the

What a typical day looks like

• Research complex business problems and propose automated solutions to improve operations and processes efficiency.
• In charge of providing technical expertise in identifying, evaluating, and developing systems and procedures that are cost effective, to provide consultation to users related to automated systems
• Research, design and test new systems and system enhancements in line with the deliverables of site business/customer's requirements.
• Resolve required improvements on the systems & supervise its correct implementation to meet site business/customer’s requirements.
• Communicate with users to troubleshoot and resolve day to day system issues to ensure smooth operation.
• Execute Global IT projects.

The experience we’re looking to add to our team:

• Functional knowledge, education background on Systems or industrial engineer, Computer science, programming, or related careers; or relevant working experience required.
• Typically requires 4- 6 years of related experience.
• Demonstrates advanced knowledge of functional concepts and a solid understanding of Flex policies and procedures.
• Has awareness of the functional impact upon work processes and other functions.
• Knowledge in SQL, team focus, Desirable knowledge in Jira and confluence

What you'll receive for the great work you provide:

• Full range of medical, dental, and vision plans
• Life Insurance
• Short-term and Long-term Disability
• Matching 401(k) Contributions
• Vacation and Paid Sick Time
• Tuition Reimbursement