Business Banking Relationship Advisor - Chandler, AZ Area

Bank of America; Chandler (AZ); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bank of America is seeking a Business Banking Relationship Advisor to manage a client portfolio, understand business priorities, and deliver tailored financial solutions. This role emphasizes collaboration with sales and support partners to optimize client outcomes.

The position requires 3–5 years of consultative sales experience in financial services, strong communication, and the ability to analyze financial statements. In-office duties apply with some flexibility depending on role.

Qualifications

• 3–5 years of consultative sales experience in financial services or small business banking
• Ability to operate in a phone-based sales environment
• Proven track record of growing client relationships and meeting sales goals
• Undergraduate degree in business, finance or economics preferred OR minimum 5 yrs.

Responsibilities

• Manages a team-based portfolio of clients and delivers solutions
• Collaborates with sales and support partners across the enterprise
• Consults with business clients to understand priorities and provide solutions
• Delivers on excellent overall client satisfaction
• Partners with product specialists to integrate financial solutions
• Executes on playbook strategies to achieve performance targets

Skills

Consultative sales

Client relationship management

Phone-based sales

Industry analysis

Verbal communication

Written communication

Education

High School Diploma / GED

Tools

Salesforce

Job description

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!

A Business Banking Relationship Advisor (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
• Partners with specialty credit, treasury, and other Bank product partners to ensure quality relationship assessment, prospect needs and integrate design and execution of financial solutions
• Builds meaningful relationships and partnerships
• Executes on playbook strategies to achieve performance targets

Required skills:

• 3-5 years of proven consultative sales experience in financial services, business to business sales, or small business banking
• Ability to operate in a phone-based sales environment
• 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
• Ability to understand and interpret financial statements and cash flow analysis
• 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
• Undergraduate degree in business, finance or economics preferred OR minimum 5 yrs.

Job Description Relevant work experience

• Proficient with Microsoft Office Products (Word, Excel, PowerPoint)

Desired 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

Skills Used in this Role:

• Active listening
• Analytical thinking
• Time management
• Microsoft Excel
• Microsoft PowerPoint
• Pipeline management
• Rapport building
• Oral communication
• Written communication
• Small Business Lending
• Familiarity with Salesforce automation
• Portfolio management (Sales)
• Executive presence
• Multitasking
• Microsoft Word

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

Learn about our four values that represent what we believe.

Pay Transparency

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency