Business Banking Relationship Advisor

Bank of America

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

Posted 9/15/2026full-timeTampa • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong consultative sales skills in financial services, with a focus on client relationship management and the ability to analyze financial conditions. Proficient in delivering tailored business solutions and achieving performance targets through effective communication and collaboration.

Highest-signal resume keywords

Consultative Sales ExperienceClient Relationship ManagementFinancial Statement AnalysisMicrosoft Office ProficiencyLeadership Ability

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Consultative SalesClient ManagementFinancial AnalysisCash Flow AnalysisSales Goal Achievement

Soft Skills

Verbal CommunicationWritten CommunicationNegotiationCollaborationRelationship 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 to grow and deepen new and existing relationships over the phone
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
Manage a team-based portfolio of clients and uncover needs
Collaborate with sales and support partners across the enterprise
Consult with business clients to understand priorities and provide suitable solutions
Deliver excellent overall client satisfaction
Partner with specialty credit, treasury, and other Bank product partners
Execute playbook strategies to achieve performance targets
Build meaningful relationships and partnerships

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
Must be able to assess and analyze financial conditions of clients and industry trends
Ability to understand and interpret financial statements and cash flow analysis
Must have excellent verbal and written communication skills and demonstrated leadership ability
Capable of partnering and negotiating with team of bank associates to solve client issues
Undergraduate degree in business, finance or economics preferred OR minimum 5 yrs. Relevant work experience
Proficient 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