Business Banking Relationship Specialist - Tampa, FL

Bank of America • Tampa, FL

1d

About The Position

At Bank of America, this role provides Small Business products, services, and strategies to clients by phone. The specialist acquires and deepens client relationships, focusing on client delight and retention through inbound calls and referrals. The role also supports opening deposit accounts and providing treasury and payroll referrals from financial centers. The specialist collaborates with sales and support partners across the enterprise to deliver a seamless, one-team experience.

Requirements

• 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.
• 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 those 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

• 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 in partnership with teams across the enterprise.
• Build meaningful relationships and partnerships.
• Manage through change.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed