Business Banking Centralized Alliance Specialist - Plano, TX

Bank of America•Plano, TX

7d•Onsite

About The Position

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 Small Business products, services, and strategies to clients over the phone. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach and working on strategic alliance leads (LegalZoom, IncFile, etc.) to earn new business relationships.

Requirements

Oral Communications
Pipeline Management
Client Experience
Branding
Client Management
Customer and Client Focus
Referral Management
Client Solutions Advisory
Coaching
Interpret Relevant Laws, Rules, and Regulations
Risk Management
Written Communications
High School Diploma / GED / Secondary School or equivalent

Responsibilities

Provides Small Business products, services, and strategies to clients through telephone channel
Listens and understands client needs to acquire and deliver financial solutions
Focuses on client delight and relationship retention
Delivers sales and support and partners across the enterprise
Delivers accounts for Small Business clients
Manages a portfolio of clients for a 30-90 day sales cycle
Manages through change

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