This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings
Job Summary
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings.
Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals.
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.
Matching Summary
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings.
Skills & Requirements
Must-have
Business-to-business sales experience
Small business banking experience
Effective customer service skills
Proven sales track record
Outbound phone sales experience
Nice-to-have
Financial information analysis
In-person customer service
Working with small business clients
Bilingual skills
Key Requirements
High School Diploma / GED / Secondary School or equivalent