Business Banking Relationship Advisor - Tampa, FL Area

Bank of America•Tampa, FL

1d•Onsite

About The Position

At Bank of America, the Business Banking Relationship Advisor works by phone with business clients to grow and deepen new and existing relationships. The role serves businesses with revenues greater than $1 million and provides end-to-end, consultative guidance across Business Advantage solutions, including deposits, merchant services, credit cards, unsecured lending, and digital services. Specialty lending and treasury are excluded from the advisor’s direct solution suite. The advisor learns clients’ business priorities and financial needs, then matches them with appropriate solutions. The role manages a team-based client portfolio, coordinates with sales, support, specialty credit, treasury, and other product partners, and executes playbook strategies to achieve performance targets while delivering excellent client satisfaction.

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.
Undergraduate degree in business, finance, or economics, or a minimum of 5 years of relevant work experience.
Proficiency with Microsoft Word, Excel, and PowerPoint.
Minimum education requirement: high school diploma, GED, secondary school, or equivalent.

Nice To Haves

Experience managing 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 tools such as Salesforce.com or ACT.
Ability to demonstrate examples of improving business 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, involving 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, understand prospect needs, and integrate the design and execution of financial solutions.
Build meaningful relationships and partnerships.
Execute playbook strategies to achieve performance targets.