About The Position

Bank of America aims to improve financial lives through Responsible Growth, fostering an inclusive workplace, developing talent, and supporting employee wellness. The company maintains an in-office culture with specific attendance requirements, though some flexibility may be allowed. This role involves providing specialized financial advice and guidance to clients at a financial center, covering borrowing and banking offerings. Key aspects include acquiring new clients, deepening existing relationships, conducting client meetings, presenting customized solutions, and balancing sales performance with operational risk and client care.

Requirements

  • Has demonstrated experience and proven success with business-to-business sales and/or small business banking
  • Has strong communication skills with the ability to effectively influence clients
  • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
  • Has a proven sales track record
  • Can build productive partnerships and working relationships
  • Is experienced with outbound phone sales

Nice To Haves

  • Experience with financial information, spreadsheets and financial skills
  • Experience with in-person customer service and sales
  • Experience working with small business clients
  • Experience meeting or exceeding goals
  • A working knowledge of small business products and services
  • Bilingual skills

Responsibilities

  • Recommends financial advice and guidance that align with client financial goals and needs
  • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
  • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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