Business Banking Centralized Specialist - Plano, TX

Bank of America•Plano, TX

6d•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.

Requirements

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

Nice To Haves

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
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

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 meaningful relationships and partnership
Manages through change