Plano, Texas
34 days ago
Small Business Specialist

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for providing Small Business products, services, and strategies to clients over the phone. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach.

Responsibilities:

Provides Small Business products, services, and strategies to clients through telephone channelListens and understands client needs to acquire and deliver financial solutionsFocuses on client delight and relationship retentionDelivers sales and support and partners across the enterpriseDelivers meaningful relationships and partnershipManages through change

Skills:

Client Solutions AdvisoryOral CommunicationsClient Experience BrandingClient ManagementCustomer and Client FocusPipeline ManagementReferral ManagementCoachingInterpret Relevant Laws, Rules, and RegulationsRisk ManagementWritten Communications

Required Qualifications:

Can work effectively and efficiently in a high call volume environmentExcellent verbal and written communication skillsStrong customer service skills


Desired Qualifications:

Ability to learn and adapt to ongoing changes and new technology platformsExperience in receiving and implementing performance feedback and coachingAble work in a call center schedule environmentMinimum of 2 years Financial/Banking or call center experienceStrong decision-making and problem-solving skillsProficient knowledge in Microsoft Office and can navigate these and other systems while on the phone with a clientSelf-motivated and results-oriented with excellent organizational skillsExperience deepening relationships over the phone with clients

Shift:

1st shift (United States of America)

Hours Per Week: 

40
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