Business Banking Centralized Specialist - Plano, TX

Company: Bank of America
Location: Plano
Posted on: April 2, 2026

Job Description:

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

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