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, including deposit, merchant, credit card, unsecured lending, and digital offerings, excluding specialty lending and treasury. Advisors provide end-to-end guidance by taking a consultative approach, understanding clients’ priorities, and matching them with appropriate solutions.

The role manages a team-based portfolio and collaborates with sales, support, specialty credit, treasury, and other bank partners to assess relationships, identify prospect needs, and design and execute financial solutions. It follows playbook strategies to achieve performance targets and delivers excellent client satisfaction. Bank of America describes its culture as focused on Responsible Growth, inclusion, teammate wellness, performance recognition, and community impact. The company maintains an in-office culture with role-specific flexibility. The position is based in Tampa, Florida, and is scheduled for 40 hours per week on first shift.

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, or equivalent.
• Minimum 5 years of experience is an alternative stated alongside a preferred undergraduate degree in business, finance, or economics.

Nice To Haves

• Undergraduate degree in business, finance, or economics.
• 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 or more years of business experience.
• Experience advising business owners on lending solutions.
• Familiarity with sales force automation such as Salesforce.com or ACT.
• Ability to demonstrate examples of improving specific businesses’ financial outcomes by interpreting financial statements and recommending specific levers.

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 and bring in partners at the appropriate time to support sales opportunities.
• Consult with business clients to understand business 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, identify prospect needs, and integrate the design and execution of financial solutions.
• Build meaningful relationships and partnerships.
• Execute playbook strategies to achieve performance targets.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED