Business Banking Relationship Advisor - Tampa, FL

Bank of America•Tampa, FL

1d•Onsite

About The Position

At Bank of America, the Business Banking Relationship Advisor works with business clients over the phone to grow and deepen new and existing relationships. The role serves clients with revenues greater than $1 million and delivers Business Advantage solutions across deposits, merchant services, credit cards, unsecured lending, and digital banking, excluding specialty lending and treasury. Advisors take a consultative approach, uncover clients’ priorities, and provide end-to-end guidance to match them with appropriate solutions. The position manages a team-based client portfolio and collaborates with sales, support, specialty credit, treasury, and other product partners to assess relationships, identify needs, and design and execute financial solutions. Advisors build meaningful partnerships, support client satisfaction, and execute playbook strategies to achieve performance targets. Bank of America describes an in-office culture with role-specific attendance requirements and an appropriate level of flexibility. This position is listed as first shift, 40 hours per week.

Requirements

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.
Ability to assess and analyze clients’ financial conditions and industry trends.
Ability to understand and interpret financial statements and cash flow analysis.
Excellent verbal and written communication skills and demonstrated leadership ability.
Ability to partner and negotiate with a team of bank associates to solve client issues.
High school diploma, GED, secondary school credential, or equivalent is the stated minimum education requirement.

Nice To Haves

Undergraduate degree in business, finance, or economics; alternatively, the posting lists a minimum of 5 years under the required skills section.
Demonstrated management of an extensive client portfolio with annual revenues of $500,000–$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 tools such as Salesforce.com or ACT.
Ability to demonstrate examples of improving businesses’ financial outcomes by interpreting financial statements and recommending specific levers.
Skills identified for the role include active listening, analytical thinking, time management, Microsoft Excel, Microsoft PowerPoint, pipeline management, rapport building, oral and written communication, small business lending, familiarity with Salesforce automation, sales portfolio management, executive presence, multitasking, and Microsoft Word.

Responsibilities

Manage a team-based portfolio of clients and use in-depth knowledge of their businesses to uncover needs and deliver appropriate solutions.
Collaborate with sales and support partners across the enterprise, bringing in partners at the appropriate time to support sales opportunities.
Consult with business clients to understand their priorities and provide solutions that meet their needs.
Deliver excellent overall client satisfaction.
Partner with specialty credit, treasury, and other Bank product partners to assess relationships and prospect needs, and to integrate the design and execution of financial solutions.
Build meaningful relationships and partnerships.
Execute playbook strategies to achieve performance targets.