Business Banking Relationship Specialist - Chandler, AZ

Bank of America•Chandler, AZ

13d

About The Position

At Bank of America, the Business Banking Relationship Specialist provides Small Business products, services, and strategies to clients by phone. The role focuses on acquiring and deepening client relationships, delighting clients, and retaining relationships through inbound calls and referrals. It also involves opening deposit accounts and making treasury and payroll referrals from financial centers. The specialist collaborates with sales and support partners across the enterprise to provide 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

Ability to learn and adapt to ongoing changes and new technology platforms.
Experience receiving and implementing performance feedback and coaching.
Ability to work in a call center schedule environment.
A minimum of 2 years of financial, banking, or call center experience.
Strong decision-making and problem-solving skills.
Proficient knowledge of Microsoft Office and ability to navigate these and other systems while speaking with a client.
Self-motivated and results-oriented, with excellent organizational skills.
Experience deepening client relationships over the phone.

Responsibilities

Provides Small Business products, services, and strategies to clients through the telephone channel.
Listens to and understands client needs to acquire and deliver financial solutions.
Focuses on client delight and relationship retention.
Delivers sales and support in partnership with teams across the enterprise.
Builds meaningful relationships and partnerships.
Manages through change.