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, client satisfaction and retention, and delivering financial solutions in response to client needs. The specialist also opens deposit accounts and provides treasury and payroll referrals from financial centers. Collaboration with sales and support partners across the enterprise is essential to providing a seamless, one-team client experience.

Requirements

  • Work effectively and efficiently in a high-call-volume environment.
  • Have excellent verbal and written communication skills.
  • Have 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.
  • At least 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 on the phone with a client.
  • Self-motivated and results-oriented, with excellent organizational skills.
  • Experience deepening client relationships over the phone.

Responsibilities

  • Provide Small Business products, services, and strategies to clients through the telephone channel.
  • Listen to and understand client needs to acquire and deliver financial solutions.
  • Focus on client delight and relationship retention.
  • Deliver sales and support while partnering across the enterprise.
  • Build meaningful relationships and partnerships.
  • Manage through change.

Benefits

  • Competitive benefits to support physical, emotional, and financial well-being.
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