24 Professional Services jobs in Laguna Hills

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realize their financial goals and help them save time and money.
We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.
We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.
We're looking for a strategic and collaborative Buyer to join our North America Procurement team. You'll manage a portfolio of professional services and consulting engagements across multiple business units, helping drive value, innovation, and operational excellence.
Reporting to the Category Manager, you'll lead sourcing initiatives, negotiate supplier contracts, and manage key supplier relationships. You'll work closely with stakeholders across the business to ensure we deliver smart, scalable solutions that support Experian's growth. This is a dynamic role with high visibility and impact.
What you'll be doing:
+ Serve as a category expert for professional services and consulting.
+ Partner with global, regional, and business unit teams to understand needs and deliver value.
+ Develop and execute strategic sourcing plans that drive cost savings and efficiency.
+ Lead supplier negotiations to secure favorable terms and mitigate risk.
+ Draft, negotiate, and execute MSA's, SOW's, and various other contracts.
+ Support labor rationalization, standardization, and consolidation efforts.
+ Ensure compliance with governance, regulatory, and internal policy standards.
+ Identify and implement cost optimization and value creation opportunities.
+ Build strong relationships with stakeholders, Finance, and Legal across the business.
+ 4+ years of experience in procurement or sourcing, ideally within professional services or consulting buying.
+ Experience with contracting principles, supplier management, and category strategy.
+ 3+ years of experience with strategic sourcing methodologies and procurement tools (e.g., CLM platforms).
+ Negotiation, communication, and stakeholder engagement skills.
+ Bachelor's degree in business, Supply Chain, or a related field preferred.
Benefits/Perks:
+ Great compensation package and bonus plan
+ Core benefits including full medical, dental, vision, and matching 401K
+ Flexible work environment, ability to work remote, hybrid or in-office
+ Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition: World's Best Workplaces 2024 (Fortune Top 25), Great Place To Work 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.
Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site.
Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity.
Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, colour, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.
#LI-Hybrid

**Position Summary**
Do you have a track record of success in developing and leading a high performing team? Do you think big and grow, accelerate impact, and lead change? Is a culture where "People Count," "We Do the Right Thing," and "We Hold Ourselves to Very High Standards" important to you? If so, Guardian is seeking a Client Management Market Leader for our key markets business segment where we serve PEO customers and other National Partnership customers, representing some of Guardian's largest and most-valued customer relationships.
The Client Management Market Leader - Key Markets (CMML) provides critical leadership and direction to a team of Client Managers (CM) and Client Executives (CE) in the pursuit of overall client satisfaction, growth, retention, and profitability objectives for customers. The CMML is responsible for ensuring a high-performance mindset with his/her assigned team and executing strategies that focus on client management discipline, consistency, and best practices. In addition, the CMML will manage and maintain book-of-business assignments to maximize team productivity and effectiveness. The CMML will set the goals for each member of his/her assigned team consistent with Guardian's overall goals, provide performance management and coaching, and work closely with each individual to create annual development plans.
**You are:**
A leader who sets high personal performance standards and leads by example. You have a history of building strong team alignment within a large market strategy and building key stakeholder partnerships both internally and externally.
A collaborator who can deeply engage with other CMML peers and can leverage Home Office relationships across the organization to help meet their assigned goals and objectives.
**You have:**
+ **Education**
+ Four-year college degree or equivalent work experience
+ **Experience**
+ 5 years of group insurance experience preferred
+ 3 years of experience working with PEOs and/or other strategic national customer partnerships
+ 3 years leadership in Account/Service Management
+ Demonstrated understanding of group and large market business and strategy
+ In-depth knowledge of and working experience supporting brokers and employers/plan holders.
+ Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.
**You will:**
+ **Have an Achievement Orientation** : The capacity to be energized and excited by challenging goals. It is reflected in a true sense of competitiveness and drive for results. This is reflected in a strong desire to win in the most challenging of circumstances.
+ **Be able to Adapt to Change and Lead Through Change:**
+ Capacity to relate change to market/customer/employee needs to increase understanding and acceptance
+ Projects optimism around change
+ Involves others in change
+ Demonstrates emotional intelligence
+ Builds trust and loyalty
+ Inspires action and commitment
+ Create followership to drive positive change
+ Resilient
+ **Demonstrate Purposeful Action:** Acting proactively, which includes going beyond what is required for the job. It includes a willingness to act decisively and boldly to drive the business forward and lead the way to improved processes and services.
**Reporting Relationships:**
As our Client Management Market Leader - Key Markets, you will report to our Head of Client Management - Advisory & Key, who reports to our Group Benefits Head of Client Management.
**Location:**
+ The primary location for this position is in a city located near one of Guardian's hub office locations. Preferred locations include Bethlehem, PA; Boston, MA; New York, NY; Newport Beach, CA; and Plano, TX.
**Travel:**
**Approximately 20% travel required for this position**
**Salary Range:**
$100,280 - $164,750
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

**Position Summary**
Do you have a track record of success leading a seasoned high performing team? Do you think big and grow, accelerate impact, and lead change? Is a culture where "People Count," "We Do the Right Thing," and "We Hold Ourselves to Very High Standards" important to you? If so, Guardian is seeking a Client Management Market Leader for our large market and advisory business segment.
The Client Management Market Leader - Advisory West (CMML) provides critical leadership and direction to a team of seasoned Client Executives (CE) in the pursuit of overall client satisfaction, growth, retention, and profitability objectives for groups with 2000+ lives. The CMML is responsible for ensuring a high-performance mindset with his/her assigned team and executing strategies that focus on client management discipline, consistency, and best practices. In addition, the CMML will manage and maintain book-of-business assignments to maximize team productivity and effectiveness. The CMML will set the goals for each member of his/her assigned team consistent with Guardian's overall goals, provide performance management and coaching, and work closely with each individual to create annual development plans.
**You are:**
+ A leader who sets high personal performance standards and leads by example. You have a history of building strong team alignment within a large market strategy and building key stakeholder partnerships both internally and externally.
+ A collaborator who can deeply engage with other CMML peers and can leverage Home Office relationships across the organization to help meet their assigned goals and objectives.
**You have:**
**Education:**
+ Four-year college degree or equivalent work experience
+ **Experience:**
+ 5 years of group insurance experience preferred
+ 3 years leadership in Account/Service Management
+ Demonstrated understanding of group and large market business and strategy
+ In-depth knowledge of and working experience supporting brokers and employers/plan holders.
+ Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.
**You will:**
**Have an Achievement Orientation** **: The capacity to be energized and excited by challenging goals. It is reflected in a true sense of competitiveness and drive for results. This is reflected in a strong desire to win in the most challenging of circumstances.**
+ **Be able to Adapt to Change and Lead Through Change:**
+ Capacity to relate change to market/customer/employee needs to increase understanding and acceptance
+ Projects optimism around change
+ Involves others in change
+ Demonstrates emotional intelligence
+ Builds trust and loyalty
+ Inspires action and commitment
+ Create followership to drive positive change
+ Resilient
+ **Demonstrate Purposeful Action:** Acting proactively, which includes going beyond what is required for the job. It includes a willingness to act decisively and boldly to drive the business forward and lead the way to improved processes and services.
**Reporting Relationships:**
As our Client Management Market Leader - Advisory West, you will report to our Head of Client Management - Advisory & Key Markets, who reports to our Group Benefits Head of Client Management.
**Location:**
+ The primary location for this position is in a city located within the Pacific, Mountain or Central time zones, with priority given to candidates located near Guardian hub office locations in Newport Beach, CA; Plano, TX; Kansas City, KS; or Chicago, IL.
**Travel:**
**Approximately 20% travel required for this position**
**Salary Range:**
$107,440 - $147,730
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

Role & Responsibilities:

• SuiteScript Development: Design, develop, and maintain custom SuiteScript 1.0/2.x scripts, Typescript, and workflows to automate processes, correct mass data issues, and enhance our NetSuite OneWorld instance.
• Data Reconciliation and Correction: Analyze and document incomplete or incorrect records in NetSuite, ensuring data integrity across the system.
• System Optimization: Continuously identify areas for improvement within our NetSuite environment, optimizing performance, and implementing best practices.
• Custom Solutions: Develop and implement custom workflows, integrations, and solutions tailored to our business needs, ensuring seamless operation and scalability.
• Collaboration: Work closely with cross-functional teams, including Finance, Operations, and IT, to gather requirements, draft epics, stories, understand business needs, and deliver technical solutions that align with company goals.
• Technical Documentation: Create and maintain detailed technical documentation for all custom scripts, workflows, and integrations.
• Support and Troubleshooting: Provide ongoing support for existing NetSuite customizations, troubleshooting issues as they arise, and implement necessary fixes.
• Project Management: You’ll be involved in the end-to-end NetSuite development projects, from scoping to deployment, ensuring timely delivery and quality standards.

Education & Skills Required:

• Minimum ten years of Enterprise Systems and Global NS Implementation experience required; B.A. or B.S. in Computer Science, Information Technology or related field highly desirable
• NetSuite Certification: Ideal candidate will be a certified NetSuite Suite Cloud Developer I and Administrator.
• SuiteScript Expertise: Extensive experience with SuiteScript 2.x, including developing complex custom scripts, Suitelets, RESTlets, Map/Reduce, User Event Scripts, and Scheduled Scripts.
• Integration Experience: Minimum 5 years experience managing and creating integrations. Ideal candidate will have ability to utilize Celigo ecosystem.
• Proven Experience: Minimum of 5 years of hands-on experience developing and maintaining NetSuite customizations, with a strong portfolio of successful projects.
• Problem-Solving Skills: Exceptional analytical and problem-solving abilities, with a keen eye for detail and a passion for delivering high-quality solutions.
• Self-Starter: Highly motivated, able to work independently, and take initiative in a fast-paced environment.
• Excellent Communication: Strong verbal and written communication skills, with the ability to translate technical concepts into non-technical language for stakeholders.
• Collaboration and Teamwork: Proven ability to work effectively in a collaborative team environment, fostering strong relationships across departments.
• Adaptability: Comfortable with change and able to pivot quickly as business needs evolve.
• Specialized Knowledge: Experience working with Accounting, Financial and/or Logistics operations teams. Understanding specifics about departmental needs and ability to deliver solutions.
• Advanced Technical Skills: Proficient in JavaScript, SQL, HTML, and other relevant web technologies. Experience with other programming languages and integration platforms is a plus. Experience with Version Control and SuiteCloud SDK required.
• Attention to Detail: Meticulous attention to detail, ensuring accuracy and consistency in all aspects of development and data management.
• Customer-Centric Approach: Committed to understanding and meeting the needs of internal customers, providing exceptional service and support.

Preferred Qualifications:

• Additional Certifications: Other relevant certifications, such as SuiteFoundation, SuiteAnalytics, or SuiteCloud Developer II, are highly desirable.
• Industry Experience: Familiarity with e-commerce, retail, or distribution industries, and an understanding of their specific NetSuite requirements.
• Project Management Skills: Experience leading or participating in complex projects, using tools like JIRA, with a focus on agile development methodologies.
• Innovative Mindset: A continuous learner who stays up-to-date with the latest NetSuite features and industry trends, bringing innovative ideas to the table.
• One World: Experience working in environments with multiple subsidiaries.

Work Environment: The work environment is indoors in a professional office environment. The floor surfaces are carpeted in office areas and conference rooms with vinyl floor covering typical in hallways, break rooms and computer rooms.

Work Hours: The work schedule is 5 days per week, 8 hours per day. Initial start time may vary, with work hours typically from 8am-5pm. Work hours and shifts are subject to change depending on operating business conditions and needs. The position resides in Orange County but is hybrid with 2 days being remote work.

Physical and Mental Demands: Sedentary, exerting up to 10 pounds of force occasionally, or negligible amounts of force frequently, to move objects. This job also requires constant sitting. Constant use of the upper extremities is required to reach, handle, and position tools and equipment. The employee must know and follow proper safety protocols and maintain a professional and polished appearance. The employee must also be able to maintain and preserve confidentiality of company information, demonstrate ability to execute thoroughly in a fast-paced work environment, and adapt quickly to changing conditions to achieve results. The employee should be comfortable participating in meetings, making recommendations to senior management and providing detailed information in a variety of settings.

Supervisory Responsibilities: None

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Business Solutions Advisor - Talega Financial Center
San Clemente, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( 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, 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
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
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Business Solutions Advisor - Tustin Financial Center
Tustin, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( 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, 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
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
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Business Solutions Advisor - Brookhurst Westminster Financial Center
Garden Grove, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( 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, 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
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
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE ( Our Community of Food People!
Engage with 3rd party Contract & Design company and US Foods markets and sellers to profitably grow equipment and supply category through identification of new business opportunities. Develop and enhance processes to ensure effective service levels, communications between USF and 3rd party Design vendors. Connect, negotiate agreements and be the conduit of communications between parties.
**Flexible Work Policy: The work for the Manager Contract and Design position is completely remote anywhere in the United States except Hawaii or United States Territories.**
**RESPONSIBILITIES**
+ Identify, initiate, and develop new or incremental business through partnership between USF markets and Contract & Design vendors.
+ Research and develop lists of potential customers.Make targeted sales calls and identify opportunities for category growth.
+ Develop relationships and generate leads along with sales staff.
+ Conduct periodic Vendor Business Reviews to identify customer needs as well as category gaps.
+ Work with USF leadership and Contract & Design group to drive sales, marketing initiatives, and support
+ Build and maintain close working relationships with USF market leadership, Field Sales, and Equipment & Supply Category Specialists to build awareness of, and focus on, the contract and design program.
+ Serve as Subject Matter Expert for process and system improvements
+ Participate in enterprise-wide projects including system changes, process development and customer impact initiatives
+ Set and meet quality & productivity expectations with Field Sales Team to align with overall company goals
+ Other duties as assigned by Manager
SUPERVISION: This individual will work cross functionally with other team members.
**QUALIFICATIONS**
**Education/Training:**
- Bachelor's degree in Business Administration or related field experience required. Contract & Design or related field experience required.
- 3 - 5 years' experience in Contract & Design and Project Coordinator/Management
- Proficiency in Outlook, PowerPoint, Excel, Word, Access; experience using AS400 and the ability to effectively use Internet/Intranet software applications
**Related Experience/Requirements:**
- Ideal candidate has experience that includes collaboration in a functional matrixed environment and virtual leadership across multiple sites.
- Overnight travel may be required to participate in training, meetings, or other company events.
**Knowledge/Skills/Abilities:**
- Proactive, problem-solver, effective communicator with multiple organizational levels.
- Excellent interpersonal and communication skills including presentation ability. Strong customer orientation. High energy, creativity, leadership, and motivational skills.
- Must have a valid driver's license.
**Physical Requirements:**
Controlled office environment.
Limited physical activity, sitting/ standing/ walking/ carrying less than 20 lbs.
This role will also receive annual incentive plan bonus.
Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law (for example: state minimum wage thresholds). The expected base rate for this role is between
$75,000 - $20,000
***EOE - Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/** **Age/Genetic Information** **/Protected Veteran/Disability Status***
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Androide ( Foods is one of America's great food companies and a leading foodservice distributor, partnering with approximately 300,000 restaurants and foodservice operators to help their businesses succeed. With 28,000 employees and more than 70 locations, US Foods provides its customers with a broad and innovative food offering and a comprehensive suite of e-commerce, technology and business solutions. US Foods is headquartered in Rosemont, Ill., and generates more than $28 billion n annual revenue. Visit to learn more.
US Foods may collect personal information from you in connection with the application process. US Foods complies with the California Privacy Rights Act of 2020, and its policy may be found here ( **.**
US Foods, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis prohibited by applicable law.
EEO is the Law poster is available here ( .
EEO is the Law poster supplement is available here ( .
Pay Transparency policy statement is available here ( .
US Foods is committed to working with and providing reasonable accommodation to individuals with disabilities. If reasonable accommodation is needed to participate in the interview process or to perform essential job functions, please contact our US Foods Application Accommodation Line at . You will be prompted to leave a message. Please state the specifics of the assistance needed and your contact information. A member of our HR department will return your call within two business days.