Business Banking Relationship Advisor - Glendale Area

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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 and working on strategic alliance leads (LegalZoom, IncFile, etc.) to earn new business relationships.

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 accounts for Small Business clients
• Manages a portfolio of clients for a 30-90 day sales cycle
• Manages through change

Required Qualifications:

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Strong time management skills with the ability to manage multiple clients through relationship deepening conversations
• Commitment to teamwork and the flexibility to work the schedule
• Ability to work effectively and efficiently and multitask in a high call volume environment
• Ability to engage with clients, begin a conversation and seek to understand their needs while actively sharing options using plain language and building rapport
• Comfortable receiving ongoing performance feedback and coaching
• Comfortable with ongoing change and learning new technology/processes
• Minimum of two years of sales experience with cross-selling, upselling and/or referring products
• Minimum of an intermediate level of proficiency with computers
• Self-motivated and results-oriented with excellent organizational skills
• Strong decision-making and problem-solving skills

Desired Qualifications:

• Call center experience
• Banking/financial services experience
• Telephone sales experience​

Skills:

• Oral Communications
• Pipeline Management
• Client Experience Branding
• Client Management
• Customer and Client Focus
• Referral Management
• Client Solutions Advisory
• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Risk Management
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - CA - Glendale - 611 N Brand Blvd - Glendale Center (CA7504)

Pay and benefits information

Pay range

$27.16 - $36.66 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.