Business Banking Relationship Advisor - Plano, TX Area
Plano, Texas
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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 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
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.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
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.
