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Business Banking Relationship Advisor at Bank of America in Plano, TX – grow relationships and offer financial solutions.
Consultative sales role with focus on small business banking, portfolio management, and client satisfaction.
About the Company
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 role is responsible for working with Business clients to grow and deepen both new and existing relationships over the phone. Business Banking Relationship Advisor’s (BBRA) work with clients with revenues greater than $1MM and deliver the entire suite of Business Advantage solutions deposit, merchant, credit card, unsecured lending & digital, excluding specialty lending and treasury. They provide end to end guidance and solutions to clients by taking a consultative approach and uncovering their life priorities to match them with the appropriate solutions.
A Business Banking Relationship Advisor (responsibilities)
- • Manages a team-based portfolio of clients and leverages in-depth knowledge of clients business to uncover needs and deliver the appropriate solution
- • Collaborates with sales and support partners across the enterprise, and brings in partners at the appropriate time to support a sales opportunity
- • Consults with business clients to understand their business priorities and provide solutions that meet their needs
- • Delivers on excellent overall client satisfaction
- • Partners with specialty credit, treasury, and other Bank product partners to ensure quality relationship assessment, prospect needs and integrate design and execution of financial solutions
- • Builds meaningful relationships and partnerships
- • Executes on playbook strategies to achieve performance targets
Required skills
- • 3-5 years of proven consultative sales experience in financial services, business to business sales, or small business banking
- • Ability to operate in a phone-based sales environment
- • Proven track record of enhancing existing client relationships and meeting or exceeding sales goals
- • Proven sales skills and client management experience
- • Must be able to assess and analyze financial conditions of clients and industry trends
- • Ability to understand and interpret financial statements and cash flow analysis
- • Must have excellent verbal and written communication skills and demonstrated leadership ability
- • Capable of partnering and negotiating with team of bank associates to solve client issues
- • Undergraduate degree in business, finance or economics preferred OR minimum 5 yrs. Job Description
Relevant work experience
Proficient with Microsoft Office Products (Word, Excel, PowerPoint)
Desired skills
- • Demonstrated management of an extensive client portfolio with annual revenues of $500k-$5 million
- • Thorough knowledge of small business financial products and services
- • 7+ years of business experience
- • Experience advising business owners on lending solutions
- • Familiarity with sales force automation (Salesforce.com/ACT)
- • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Skills Used in this Role
- • Active listening
- • Analytical thinking
- • Time management
- • Microsoft Excel
- • Microsoft PowerPoint
- • Pipeline management
- • Rapport building
- • Oral communication
- • Written communication
- • Small Business Lending
- • Familiarity with Salesforce automation
- • Portfolio management (Sales)
- • Executive presence
- • Multitasking
- • Microsoft Word
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Shift
1st shift (United States of America)
Hours Per Week
40