Strategic Business Banking Advisor

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

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.