Business Banking Centralized Alliance Specialist - Plano, TX

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
This job is responsible for providing Small Business products, services, and strategies to clients over the phone. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach and working on strategic alliance leads (LegalZoom, IncFile, etc.) to earn new business relationships.

Responsibilities:

• Provides Small Business products, services, and strategies to clients through telephone channel
• Listens and understands client needs to acquire and deliver financial solutions
• Focuses on client delight and relationship retention
• Delivers sales and support and partners across the enterprise
• Delivers accounts for Small Business clients
• Manages a portfolio of clients for a 30-90 day sales cycle
• Manages through change

Skills:

• Oral Communications
• Pipeline Management
• Client Experience Branding
• Client Management
• Customer and Client Focus
• Referral Management
• Client Solutions Advisory
• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Risk Management
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40