Business Banking Relationship Advisor - Plano, TX Area

About the role

This role is responsible for working with Business clients to grow and deepen both new and existing relationships over the phone. Business Banking Relationship Advisors (BBRA) work with clients with revenues greater than $1MM and deliver the entire suite of Business Advantage solutions deposit, merchant, credit card, unsecured lending & digital, excluding specialty lending and treasury.

Responsibilities

• Manages a team-based portfolio of clients and leverages in-depth knowledge of clients' business to uncover needs and deliver the appropriate solution
• Collaborates with sales and support partners across the enterprise, and brings in partners at the appropriate time to support a sales opportunity
• Consults with business clients to understand their business priorities and provide solutions that meet their needs
• Delivers on excellent overall client satisfaction
• Pairs with specialty credit, treasury, and other Bank product partners to ensure quality relationship assessment, prospect needs, and integration of financial solutions
• Buils meaningful relationships and partnerships
• Executes on playbook strategies to achieve performance targets

Requirements

• 3-5 years of proven consultative sales experience in financial services, business to business sales, or small business banking
• Proven track record of enhancing existing client relationships and meeting or exceeding sales goals
• Proven sales skills and client management experience
• Must be able to assess and analyze financial conditions of clients and industry trends
• Must have excellent verbal and written communication skills and demonstrated leadership ability
• Capable of partnering and negotiating with team of bank associates to solve client issues

Qualifications

• Undergraduate degree in business, finance or economics preferred OR minimum 5 years of relevant work experience
• Relevant work experience: Demonstrated management of an extensive client portfolio with annual revenues of $500k-$5 million
• Thorough knowledge of small business financial products and services
• 7+ years of business experience
• Experience advising business owners on lending solutions
• Familiarity with sales force automation (Salesforce.com/ACT)

Skills

• Demonstrated management of an extensive client portfolio with annual revenues of $500k-$5 million
• Thorough knowledge of small business financial products and services
• 7+ years of business experience
• Experience advising business owners on lending solutions
• Familiarity with sales force automation (Salesforce.com/ACT)
• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

Benefits

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Pay

Commensurate with experience

Schedule

1st shift (United States of America)

Hours Per Week: 40