Business Banking Relationship Advisor

Bank of America

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

Posted 10/27/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales within financial services, focusing on client relationship management and solution delivery. Proficient in analyzing financial conditions and trends to provide tailored business solutions.

Highest-signal resume keywords

Consultative Sales ExperienceClient Relationship ManagementFinancial Statement AnalysisVerbal And Written Communication SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative SalesFinancial AnalysisCash Flow AnalysisSales Goal AchievementClient Needs Assessment

Soft Skills

Leadership AbilityNegotiation SkillsCollaborationClient Satisfaction FocusRelationship Building

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Financial ServicesBusiness To Business SalesSmall Business BankingPortfolio ManagementPerformance Targets

About the role

Key responsibilities & impact

Work with Business clients to grow and deepen new and existing relationships over the phone
Deliver the entire suite of Business Advantage solutions, excluding specialty lending and treasury
Manage a team-based portfolio of clients and uncover needs to deliver appropriate solutions
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
Assess relationships, prospect needs, and integrate financial solution design and execution
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
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