Business Banking Centralized Specialist - Plano, TX
Bank of America, Plano, TX, United States
Job Overview
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
Provide Small Business products, services, and strategies to clients through telephone channel
Listen and understand client needs to acquire and deliver financial solutions
Focus on client delight and relationship retention
Deliver sales and support and partner across the enterprise
Manage 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 to 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
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Responsibilities
Provide Small Business products, services, and strategies to clients through telephone channel
Listen and understand client needs to acquire and deliver financial solutions
Focus on client delight and relationship retention
Deliver sales and support and partner across the enterprise
Manage 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 to 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
#J-18808-Ljbffr