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 at each stage of the client's life plan
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 at each stage of the client's life plan.
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 at each stage of the client's life plan.
Skills & Requirements
Must-have
Business-to-business sales experience
Small business banking experience
Client relationship management
Outbound phone sales experience
Sales performance balancing
Nice-to-have
Financial information analysis
In-person customer service
Bilingual skills
Team delivery coaching
Key Requirements
High School Diploma / GED / Secondary School or equivalent
Demonstrated experience in business-to-business sales and/or small business banking