Business Banking Centralized Alliance Specialist - Plano, TX

Bank of America•Plano, TX

5d•Onsite

About The Position

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