Business Banking Centralized Team Manager

Bank of America•Plano, TX

About The Position

At Bank of America, the Business Banking Centralized Team Manager works in Small Business Centralized Sales, a telephone-based channel with locations in Tampa, Florida, and Pasadena, California. The channel provides financial product solutions to small businesses with annual revenues up to $1 million and serves small business customers throughout Bank of America’s footprint. The team includes more than 125 Centralized Small Business Bankers. The manager monitors calls and coaches, trains, and develops associates to improve performance, product knowledge, professionalism, sales skills, and their ability to assess client needs and recommend appropriate solutions. The role delivers performance reviews and real-time feedback, supports complete and efficient customer interactions, identifies process improvements, and partners with other lines of business to optimize growth. The position is listed as first shift and 40 hours per week.

Requirements

  • High school diploma, GED, secondary school qualification, or equivalent.
  • 3–5 years of Small Business B2B sales experience in a leadership position and/or a record of consistently high performance against goals in a Small Business sales position.
  • Significant experience with general Small Business Banking products and clients.
  • Ability to motivate others and create enthusiasm, with a customer- and associate-focused approach.
  • Strong interpersonal and communication skills.
  • Team-oriented, self-motivated, and able to demonstrate urgency, seek process improvements, and maintain strong organizational skills.
  • Ability to work effectively in a fast-paced environment with aggressive goals.

Nice To Haves

  • 3–5 years of sales experience with Small Business Banking clients and products.
  • Significant and consistent success exceeding goals in a call center sales environment.
  • General knowledge of Small Business products, including merchant services, deposits, cards, and online self-service capabilities.
  • Skills listed: Customer and Client Focus; Oral Communications; Performance Management; Influence; Issue Management; Risk Management; Talent Development; Written Communications; Coaching; Drives Engagement; Recruiting; Workforce Analytics.

Responsibilities

  • Monitor calls, focusing on coaching performance development, product knowledge, professionalism, and sales skills.
  • Coach, train, and develop associates to improve their ability to assess client needs and recommend appropriate product solutions while driving client delight.
  • Deliver performance reviews that assess strengths and development needs, and provide real-time feedback and opportunities for growth.
  • Ensure complete and efficient customer interactions.
  • Participate in data collection and simple analysis, as needed.
  • Identify process improvement opportunities.
  • Partner with other lines of business to optimize growth.
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