Business Solutions Advisor
hace 4 días
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: Bilingual Spanish required Has demonstrated experience and proven success with business-to-business sales and/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 Can 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 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: 40
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Financial Solutions Advisor Registration Candidate
hace 1 semana
San Ramón de la Nueva Orán, Salta, Argentina Bank of America A tiempo completo US$29 - US$34Job 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.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...
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Financial Solutions Advisor
hace 16 horas
San Juan, Argentina Bank of America A tiempo completoDescription :This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a...
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Strategic IT Account Manager
hace 2 semanas
San Juan, Argentina Blink Digital A tiempo completoA leading digital solutions company located in San Juan is seeking an Account Manager. You'll be responsible for maintaining and expanding client relationships, ensuring delivery of tailored IT solutions, and identifying new business opportunities. The ideal candidate will have strong sales and relationship management skills, alongside a Bachelor’s degree....
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SAP Business Architect
hace 1 semana
San Juan, Argentina Blink Digital A tiempo completoSan Juan , Metro Manila , Philippines20 Sep 2025About UsCentric Group is a leading SAP and IT consulting firm, driving digital transformation across industries in the Philippines. We specialize in delivering scalable solutions through expert talent and platforms like SAP S/4HANA and SAP Signavio.Role OverviewWe are seeking a strategic and detail-oriented...
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Business Analyst – Sap
hace 4 semanas
San Juan, Argentina Blink Digital A tiempo completoSan Juan, Metro Manila, Philippines 07 May 2025 Location: Manila (Hybrid/Onsite as required) Company: Appcentric Solutions Inc. Work Schedule: Full-time | Monday to Friday Start Date: Immediate About Appcentric Appcentric Solutions Inc., SAP’s Premier Value-Added Partner in the Philippines, delivers cutting-edge SAP solutions with precision and agility. We...
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Business Analyst Puerto Rico
hace 2 días
San Juan, Argentina Assurant A tiempo completoJob Purpose: The Analyst acts as a bridge between business, operations, IT, and external vendors, facilitating clear communication and mutual understanding. They gather requirements through techniques such as interviews, surveys, observation, and focus groups, then analyze, classify, and document project scope and functional needs using conceptual and...
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Sr. Product Manager
hace 6 días
San Juan, Argentina PowerToFly A tiempo completoJob Description The Products team is responsible for developing and delivering the future of payments in Central America and the Caribbean. This role will be based in Puerto Rico — a market rapidly emerging as a strategic hub for blockchain and stablecoin innovation due to its favorable legal framework, Genius Act incentives, and unique role as a gateway...
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Territory Business Manager
hace 2 días
San Juan, Argentina Beta Bionics, Inc. A tiempo completoAbout Beta Bionics Beta Bionics, Inc. is a medical technology company dedicated to bringing innovative type 1 diabetes management solutions to the many, not the few. We are committed to bringing better access to better solutions – and a better life for those living with diabetes – with the world's first bionic pancreas called the iLet. The iLet Bionic...
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San Rafael, Argentina Bank of America A tiempo completoDescription :This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a...
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Netsuite Technical Consultant
hace 1 semana
San Juan, Argentina Blink Digital A tiempo completoSan Juan , Metro Manila , Philippines21 Jun 2025 About Us Infocentric Solutions Inc. inspires and enables organizations to run impactful business operations by delivering robust identity security solutions and cutting-edge business applications. As a leader in identity and business transformation services, we’re known for our personalized approach,...
