Strategic Business Banking Advisor

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

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.