Business Banking Relationship Advisor - Plano, TX Area

Overview

Bank of America is seeking a Business Banking Relationship Advisor (BBRA) to grow and deepen relationships with business clients over the phone. The role serves clients with revenues greater than $1MM, delivering the full suite of Business Advantage solutions and providing end-to-end guidance through a consultative approach.

• Manages a team-based portfolio of clients and leverages in-depth knowledge of the client’s business to uncover needs and deliver appropriate solutions
• Collaborates with sales and support partners across the enterprise and brings in partners at the appropriate time to support sales opportunities
• 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 the design and execution of financial solutions
• Builds meaningful relationships and partnerships
• Executes on playbook strategies to achieve performance targets

• 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
• Ability to assess and analyze financial conditions of clients and industry trends
• Ability to understand and interpret financial statements and cash flow analysis
• Excellent verbal and written communication skills and demonstrated leadership ability
• Ability to partner and negotiate with a team of bank associates to solve client issues
• Undergraduate degree in business, finance or economics preferred OR minimum 5 years relevant work experience

• Minimum Education Requirement:
  High School Diploma / GED / Secondary School or equivalent
• Desirable: 3-5 years of related experience in business banking or financial services

• Proficient with Microsoft Office Products (Word, Excel, PowerPoint)
• Experience with Salesforce automation or similar CRMs
• Active listening, analytical thinking, time management, and portfolio management
• Strong oral and written communication, executive presence
• Portfolio management (Sales) and client relationship building

Shift: 1st shift (United States of America). Hours Per Week: 40