Disability Solutions - Plano, TX

posted 6 days ago

Full-time - Mid Level
Plano, TX

About the position

The Small Business Centralized Sales position at Bank of America focuses on providing financial product solutions to small businesses with annual revenues up to $1 million. This role involves coaching and developing a team of Centralized Small Business Bankers to enhance their performance and client engagement. The position emphasizes a commitment to diversity, inclusion, and employee well-being, aligning with the company's Responsible Growth philosophy.

Responsibilities

  • Monitors calls focusing on coaching performance development, product knowledge, professionalism, and sales skills.
  • Coaches, trains and develops associates with a focus on improving their ability to assess client needs and recommend appropriate product solutions.
  • Delivers performance reviews to assess strengths and development needs while providing real-time feedback and opportunities for growth.
  • Ensures complete and efficient customer interactions.
  • May participate in data collection and simple analysis.
  • Identifies process improvement opportunities.
  • Partners with other lines of business to optimize growth.

Requirements

  • Customer and associate focused with the ability to motivate and create enthusiasm.
  • Strong interpersonal and communication skills.
  • Team player who is self-motivated, has a sense of urgency, and looks for process improvements.
  • Strong organizational skills.
  • 3-5 years of Small Business B2B sales experience in a leadership position or consistently high performance in a Small Business sales position.
  • Ability to work effectively in a fast-paced environment with aggressive goals.
  • Significant experience with general Small Business Banking products and clients.

Nice-to-haves

  • 3-5 years of sales experience with Small Business Banking clients and products.
  • Significant and consistent success exceeding goals in a call center sales environment.
  • General knowledge of Small Business products including Merchant services, deposits, Card, and online self-service capabilities.

Benefits

  • Competitive benefits to support physical, emotional, and financial well-being.
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