Business Banking Relationship Specialist - Plano, TX

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for providing Small Business products, services, and strategies to clients over the phone leveraging a team portfolio. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls, referrals, and strategic alliance leads; opening deposit accounts; and identifying treasury and payroll referral opportunities. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach.

Responsibilities:

• •Grow and deepen client relationships via inbound and outbound phone calls
• •Conduct advisory conversations with business clients
• •Fulfill basic solutions including card and deposits
• •Identify referral opportunities
• •Comply with risk and business controls requirements
• •Provide best in class client experience

Skills:

• •Client Solutions Advisory
• •Oral Communications
• •Client Experience Branding
• •Client Management
• •Customer and Client Focus
• •Pipeline Management
• •Referral Management
• •Coaching
• •Interpret Relevant Laws, Rules, and Regulations
• •Risk Management
• •Written Communications

Required Qualifications:

• •Can work effectively and efficiently in a high call volume environment
• •Excellent verbal and written communication skills
• •Strong customer service skills

Desired Qualifications:

• •Ability to learn and adapt to ongoing changes and new technology platforms
• •Experience in receiving and implementing performance feedback and coaching
• •Able work in a call center schedule environment
• •Minimum of 2 years Financial/Banking or call center experience
• •Strong decision-making and problem-solving skills
• •Proficient knowledge in Microsoft Office and can navigate these and other systems while on the phone with a client
• •Self-motivated and results-oriented with excellent organizational skills
• •Experience deepening relationships over the phone with clients

Shift:

1st shift (United States of America)

Hours Per Week:

40