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Business Banking Centralized Specialist -… at Bank of America · Plano
Entry LevelOn-siteFull-timePlano, TX
Job Description
Business Banking Centralized Specialist - Plano, TX
Location: Plano
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 channel
Listens and understands client needs to acquire and deliver financial solutions
Focuses on client delight and relationship retention
Delivers sales and support and partners across the enterprise
Delivers meaningful relationships and partnership
Manages through change
Skills:
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
Required Qualifications:
Can work effectively and efficiently in a high call volume environment
Excellent verbal and written communication skills
Strong customer service skills
Desired Qualifications:
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
Shift:
1st shift (United States of America)
Hours Per Week:
40