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Bank Of America Corporate Financial Solutions Advisor CFSA - Series REQUIRED Evergreen United States, New York, New York 399182262
Job Description:
Through a contact center environment, Corporate Financial Solutions Advisor (CFSA) leverage the products and services of Bank of America and Merrill to help clients and prospective clients accomplish whatever matters most to them. Corporate FSAs each have a client base where the FSA has primary responsibility to service and maintain the relationship and expand that relationship where appropriate. Whether day-to-day finances or helping someone through life events, they engage clients in goals-based conversations to:
Providing support to Equity and 401K plan participants to position yourself as a trusted partner for financial or investment needs
Executing proactive service calls and task for Equity and 401K plan participants
Better understand their client’s needs in order to provide financial education and advice
Responsibly manage the full client experience, providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
Implement solutions including investment (spanning a full spectrum of self-directed to fully managed platforms); banking (deposit accounts and credits cards); and lending
Further strengthen relationships by responding to client questions, anticipating needs, regular outreach, exceeding expectations and following through on commitments
Demonstrate knowledge of all solutions and apply key principles appropriately to the individual’s goals and needs
Consistently identify opportunities and where appropriate fulfill and/or refer to internal partners
Ability to grasp, explain and apply technical material quickly
Manage resolution of client issues, including research and communication and documentation of outcomes
Demonstrate expert knowledge of and compliance with internal and regulatory policies, procedures and processes
Series 7and66 Required
2+ years’ experience in a metrics-based sales or service role where expectations were met or exceeded
Experience working with Corporate Benefit Plans
Demonstrated client management success
Passion for excellence and willingness to work to exceed client expectations
Strong computer/technological skills with an ability to multitask in a fast paced environment
Desired Skills:
Capable of effectively operating in a team oriented and highly collaborative environment
Bachelor's degree (business related discipline strongly preferred)
Successful experience and track record achieving sales goals
Ability to effectively manage a heavy workload, while having successful experience and track record achieving sales goals
Superior client service proficiency including excellent verbal, written, and listening skills
A high level of personal integrity and the ability to comply with enterprise policy and procedures
Strong understanding and ability to communicate the suite of enterprise products and services
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