Business Banking Centralized Specialist - Plano, Tx

Bank of America Bank of America · Banking · Plano, TX

This role provides Small Business products, services, and strategies to clients over the phone, focusing on acquiring and deepening client relationships, client delight, and retention through inbound calls and referrals. It also involves opening deposit accounts and making referrals for treasury and payroll services, collaborating with sales and support partners across the enterprise.

What you'd actually do

  1. Provides Small Business products, services, and strategies to clients through telephone channel
  2. Listens and understands client needs to acquire and deliver financial solutions
  3. Focuses on client delight and relationship retention
  4. Delivers sales and support and partners across the enterprise
  5. Delivers meaningful relationships and partnership

Skills

Required

  • Client Solutions Advisory
  • Oral Communications
  • Client Experience Branding
  • Client Management
  • Customer and Client Focus
  • Pipeline Management
  • Referral Management
  • Coaching
  • Interpret Relevant Laws, Rules, and Regulations
  • Risk Management
  • Written Communications
  • Can work effectively and efficiently in a high call volume environment
  • Excellent verbal and written communication skills
  • Strong customer service skills

Nice to have

  • Ability to learn and adapt to ongoing changes and new technology platforms
  • Experience in receiving and implementing performance feedback and coaching
  • Able work in a call center schedule environment
  • Minimum of 2 years Financial/Banking or call center experience
  • Strong decision-making and problem-solving skills
  • Proficient knowledge in Microsoft Office and can navigate these and other systems while on the phone with a client
  • Self-motivated and results-oriented with excellent organizational skills
  • Experience deepening relationships over the phone with clients