Business Banking Relationship Advisor

Bank of America

. Work with business clients over the phone to grow and deepen new and existing relationships .

Posted 9/21/2026full-timeTampa • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative sales within financial services, focusing on client relationship management and delivering tailored financial solutions. Proficient in analyzing financial conditions and industry trends to enhance client satisfaction and achieve sales targets.

Highest-signal resume keywords

Consultative Sales ExperienceClient Relationship ManagementFinancial Statement AnalysisMicrosoft Office ProficiencyTeam Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative SalesClient ManagementFinancial AnalysisCash Flow AnalysisSales Strategy Execution

Soft Skills

Excellent Communication SkillsLeadership AbilityNegotiation SkillsRelationship Building

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Financial ServicesBusiness-to-Business SalesSmall Business BankingClient SatisfactionPerformance Targets

About the role

Key responsibilities & impact

Work with business clients over the phone to grow and deepen new and existing relationships
Serve clients with revenues greater than $1MM
Deliver the Business Advantage solutions suite, including deposit, merchant, credit card, unsecured lending, and digital solutions, excluding specialty lending and treasury
Provide end-to-end guidance using a consultative approach and uncover clients’ priorities
Manage a team-based portfolio of clients and identify needs
Collaborate with sales and support partners across the enterprise
Consult with business clients and provide solutions aligned with their needs
Deliver excellent overall client satisfaction
Partner with specialty credit, treasury, and other Bank product partners to assess relationships and execute financial solutions
Build meaningful relationships and partnerships
Execute playbook strategies to achieve performance targets

Requirements

What you’ll need

3-5 years of proven consultative sales experience in financial services, business-to-business sales, or small business banking
Ability to operate in a phone-based sales environment
Proven track record of enhancing existing client relationships and meeting or exceeding sales goals
Proven sales skills and client management experience
Ability to assess and analyze clients’ financial conditions and industry trends
Ability to understand and interpret financial statements and cash flow analysis
Excellent verbal and written communication skills and demonstrated leadership ability
Ability to partner and negotiate with a team of bank associates to solve client issues
Undergraduate degree in business, finance, or economics preferred, or minimum 5 years of relevant work experience
Proficiency with Microsoft Office products (Word, Excel, PowerPoint)
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility
40 hours per week