Business Banking Centralized Specialist - Plano, TX

Bank of America
Plano, TX

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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.

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 meaningful relationships and partnership
  • Manages through change

Skills:

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

Required Qualifications:

  • Can work effectively and efficiently in a high call volume environment
  • Excellent verbal and written communication skills
  • Strong customer service skills


Desired Qualifications:

  • Ability to learn and adapt to ongoing changes and new technology platforms
  • Experience in receiving and implementing performance feedback and coaching
  • Able work in a call center schedule environment
  • Minimum of 2 years Financial/Banking or call center experience
  • Strong decision-making and problem-solving skills
  • Proficient knowledge in Microsoft Office and can navigate these and other systems while on the phone with a client
  • Self-motivated and results-oriented with excellent organizational skills
  • Experience deepening relationships over the phone with clients

Shift:

1st shift (United States of America)

Hours Per Week:

40
Posted 2026-04-12

Recommended Jobs

Nurse Case Manager II

SGS Consulting
Texas

Job Responsibilities: Nurse Case Manager is responsible for telephonically and/or face to face assessing, planning, implementing and coordinating all case management activities with members to eva…

View Details
Posted 2025-11-14

Nurse Anesthetist

Palm Careers
San Antonio, TX

Awesome CRNA opportunity in downtown San Antonio for Nurse Anesthetists seeking 8s or 10s with no call, nights, weekends, or holidays! A gastroenterology practice has 1 FTE position. This site starts…

View Details
Posted 2026-01-24

AWS Account Executive

Protagona
Dallas, TX

We are seeking a dynamic and results-driven Account Executive (Solutions Consultant) to join our growing team. You will play a crucial role in expanding our SMB client base and driving revenue growth …

View Details
Posted 2026-01-27

RPA Back End Developer

Guidehouse
San Antonio, TX

Job Family: SAAS/PAAS/Cloud Consulting Travel Required: Up to 25% Clearance Required: Ability to Obtain Secret What You Will Do: Guidehouse is seeking an UiPath Developer to suppor…

View Details
Posted 2026-03-18

BILINGUAL BUSINESS DEVELOPMENT ASSOCIATE

Texas

Our Company: ISN was established in 2001 and is a global leader in contractor and supplier management. We work closely with a variety of household-name clients in the US, Canada, Europe, Australia, …

View Details
Posted 2026-02-09

Pediatric Occupational Therapist

Help Hope Solutions
Plano, TX

PEDIATRIC OCCUPATIONAL THERAPIST (PART-TIME) Our center provides Applied Behavior Analysis (ABA), Speech Therapy, Occupational Therapy and Physical Therapy for children and adolescents with Autism Sp…

View Details
Posted 2026-03-09

Salesforce Consultants

Hike2
Houston, TX

We are always looking for talented individuals to join our team! As a seasoned Salesforce professional we’d love to hear from you. We’re hiring Salesforce consultants for the following roles: Te…

View Details
Posted 2026-04-10

Ranch Hand and Rodeo Cowboys for retail

Wandering Cowboys LLC
San Antonio, TX

: Are you a former ranchand or rodeo cowboy? Do you have a great personality, strong work ethic & a good sales personality!? Would you like to travel & get paid?! If this sounds like you, Wandering…

View Details
Posted 2026-04-12

CDL A Driver

Lion Freight Systems Inc
San Antonio, TX

Now Hiring CDL-A OTR Drivers – Dry Van & Reefer Get paid for every mile you run. Drivers average 3,000–4,000 miles weekly, with strong weekly earnings: Dry Van: $0.65 CPM ($2,000–$2,600/week…

View Details
Posted 2026-03-18

Chaplaincy Intern

Union Gospel Mission of Tarrant County
Fort Worth, TX

Job Description Job Description UGM-TC Chaplaincy Intern (Unpaid) Position Title: Chaplaincy Intern Schedule: Approximately 25 hours/week, with a preferred availability Friday–Monday. Addi…

View Details
Posted 2026-03-21