EY-Parthenon - Deals - EYCA - Investment Banking -

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Bank of America
Business Solutions Advisor - Santa Monica Coast Market
Bank of America · Culver City, CA, United States · via ZipRecruiter
5 hours ago
$26.00–$33.72 an hour
Full–time
No Degree Mentioned
Apply directly on ZipRecruiter
Apply on LinkedIn
Job highlights
Identified by Google from the original job post
Qualifications
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
14 more items(s)
Benefits
If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law
40
Pay range
8 more items(s)
Responsibilities
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
10 more items(s)
Job description
Job Description:

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 Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job 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:
• 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
• 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

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CA - Culver City - 3809 Culver Ctr - Culver Center (CA8121), US - CA - Los Angeles - 10731 W Pico Blvd - RANCHO PARK BC (CA9174), US - CA - Los Angeles - 12316 W Washington Blvd - WASHINGTON-CENTINELA BC (CA9160), US - CA - Santa Monica - 1430 Wilshire Blvd - WILSHIRE-15TH BC (CA8134)

Pay and benefits information

Pay range

$26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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EY-Parthenon
EY-Parthenon - Deals - EYCA - Investment Banking - Healthcare - Payor Services - Managing Director
EY-Parthenon · Los Angeles, CA, United States · via LinkedIn
12 hours ago
Full–time
Apply on LinkedIn
Job highlights
Identified by Google from the original job post
Qualifications
To qualify for the role, you must have 
A bachelor's degree and at least 10 years of directly related work experience; or a graduate degree and at least 7 years of related work experience
Extensive investment banking experience, particularly originating and executing M&A transactions. 
11 more items(s)
Benefits
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business
The base salary range for this job in all geographic locations in the US is $265,000 to $325,000
4 more items(s)
Responsibilities
You’ll be an important part of our highly experienced, industry-focused team and work at the forefront of high-profile transactions.  
You’ll be working in a team environment with corporate finance and established investment banking professionals on a variety of projects with primarily responsibility for leading the Payor Services practice that includes coverage of managed care, value-based care and related organizations as part of a group with broad healthcare and life sciences coverage capabilities
Our team works to initiate and execute transactions on behalf of our clients that reflect their strategy and are supported by industry trends
12 more items(s)
Job description
Location: Atlanta, Boston, Chicago, Cincinnati, Cleveland, Charlotte, Dallas, Houston, Los Angeles, McLean, Minneapolis, Nashville, New York, San Francisco

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY-Parthenon – Deals – Healthcare - Payor Services – EYCA – Investment Banking - Managing Director

The opportunity  

Ernst & Young Capital Advisors, LLC (EYCA) offers comprehensive investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a complete suite of investment banking services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally. 

 

As a Managing Director in the Healthcare Investment Banking group, you’ll provide clients with advice on all aspects of M&A and capital markets alternatives through highly focused industry teams with world-class, global execution capabilities. You’ll be an important part of our highly experienced, industry-focused team and work at the forefront of high-profile transactions.