Business Banking Relationship Advisor - Tampa, FL

Bank of America; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is hiring a Business Banking Relationship Advisor (BBRA) to grow and deepen relationships with Business clients over the phone. BBRA serves clients with revenues >$1MM, delivering a full suite of Business Advantage solutions including deposits, merchant services, credit cards, unsecured lending & digital tools, excluding specialty lending and treasury.

The role requires 3–5 years of consultative sales in financial services, strong communication, and the ability to analyze

Qualifications

• 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.
• 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

Responsibilities

• Manages a team-based portfolio of clients and leverages in-depth knowledge of clients business to uncover needs and deliver the appropriate solution

Skills

Consultative sales

Phone-based sales

Client relationships

Financial analysis

Verbal & written comms

Leadership

Negotiation

Team collaboration

Undergraduate degree preferred

Education

High School Diploma / GED / Secondary School or equivalent

Undergraduate degree in business/finance/economics preferred

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

ACT

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!

Job Description:

This role is responsible for working with Business clients to grow and deepen both new and existing relationships over the phone. Business Banking Relationship Advisor’s (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. They provide end to end guidance and solutions to clients by taking a consultative approach and uncovering their life priorities to match them with the appropriate solutions.

Responsibilities:

• Manages a team-based portfolio of clients and leverages in-depth knowledge of clients business to uncover needs and deliver the appropriate solution

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

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