Business Banking Relationship Advisor - Glendale Area

Bank of America; Glendale (AZ); On-site; USD 37,000 - 51,000; Full time

Job summary

Bank of America is hiring a Business Banking Relationship Advisor to manage a team-based client portfolio and uncover needs through in-depth financial analyses. The role collaborates with sales and support partners across the enterprise to deliver tailored financial solutions.

The position emphasizes client satisfaction, leadership, and execution of playbook strategies to achieve performance targets, with a strong emphasis on consultative selling in a phone-based environment.

Qualifications

• 3-5 years of proven consultative sales experience in financial services, B2B sales, or small business banking.
• Ability to operate in a phone-based sales environment.
• Proven track record of enhancing client relationships and meeting sales goals.
• Must be able to assess and analyze financial conditions of clients and industry trends.

Responsibilities

• Manages a team-based portfolio of clients and leverages knowledge of clients' business to uncover needs and deliver solutions.
• Collaborates with sales and support partners across the enterprise, bringing in partners to support sales opportunities.
• Consults with business clients to understand 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 effective relationship assessment and execution of solutions.
• Executes on playbook strategies to achieve performance targets.

Skills

Consultative sales

Phone-based sales

Client relationship management

Financial analysis

Verbal communication

Leadership ability

Education

High School Diploma / GED

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Salesforce

Job description

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.

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

Pay Transparency details

US - CA - Glendale - 611 N Brand Blvd - Glendale Center (CA7504)

Pay and benefits information

Pay range

$27.16 - $36.66 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.