Small Business Banker

14 hours ago

Oakland, United States Disability Solutions Full time
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 comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.

Responsibilities:
  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
  • Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture


Required Qualifications:
  • The Small Business Banker role is an outside sales role and will require the incumbent to be in the field at least 80% of the time
  • Has proven success in consultative sales in financial services or in business-to-business sales
  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
  • Is passionate about outside sales and enjoys spending time prospecting
  • Wants to enhance existing relationships and exceed sales goals
  • Can analyze financial conditions of clients and industry trends
  • Can understand and interpret financial statements and cash flow analysis
  • Has excellent communication skills and demonstrated leadership ability
  • Enjoys partnering and negotiating with a team of bank employees to solve client issues
  • Demonstrated management of a client portfolio with focus on relationship development and deepening
  • Thorough knowledge of small business financial products and services
  • Familiarity with CRM platforms and other banking systems


Desired Qualifications:
  • Community leadership
  • Strong computer skills with an ability to multitask in a demanding environment
  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Credit Documentation Requirements
  • Financial Analysis
  • Oral Communications
  • Prioritization
  • Written Communications
  • Coaching
  • Interpret Relevant Laws, Rules, and Regulations
  • Prospecting
  • Risk Management


The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act/Loan Originators

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CA - Oakland - 1111 BROADWAY (CA4806)

Pay and benefits information

Pay range

$67,000.00 - $84,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

  • Digital Marketing Strategist for Small Business Growth

    1 week ago

    Oakland, California, United States EPIP Full time

    About EPIPEPIP is a non-profit organization empowering under-resourced entrepreneurs through pro bono legal, financial and marketing support. Our mission is to catalyze growth and expansion of small businesses nationally.Job DescriptionWe are seeking an experienced Digital Marketing Strategist to evolve our programming and support small businesses in the...

  • Vice President, Business Development

    1 month ago

    Oakland, United States Kaiser Permanente Full time

    Job Summary: The Vice President of Business Development will play a critical role in KP’s overall growth agenda. She/he will support the marketplace efforts working with the Senior Vice President, Chief Business Development Officer along with other members of the national leadership team. The VP pursues identification, valuation, due diligence, and...

  • Vice President, Business Development

    1 week ago

    Oakland, United States Kaiser Permanente Full time

    Job Summary: The Vice President of Business Development will play a critical role in KP's overall growth agenda. She/he will support the marketplace efforts working with the Senior Vice President, Chief Business Development Officer along with other members of the national leadership team. The VP pursues identification, valuation, due diligence, and...

  • Vice President, Business Development

    1 week ago

    Oakland, United States Kaiser Permanente Full time

    Job Summary: The Vice President of Business Development will play a critical role in KP's overall growth agenda. She/he will support the marketplace efforts working with the Senior Vice President, Chief Business Development Officer along with other members of the national leadership team. The VP pursues identification, valuation, due diligence, and...

  • Business Advising Associate

    3 days ago

    Oakland, United States Scion Staffing Full time

    Job DescriptionJob DescriptionScion Staffing has been engaged to conduct an immediate search for a Business Advising Associate for our client, a nonprofit organization committed to advancing economic opportunity through small business support.What they offer:Opportunity to work for a mission-driven nonprofit with a focus on economic equityEngage with diverse...

  • Business Systems Analyst

    1 week ago

    Oakland, California, United States Omni Inclusive Full time

    Job Title: Business Systems AnalystAbout the Role:At Omni Inclusive, we are seeking a skilled Business Systems Analyst to partner with our Sr. IT BRM and Product Owner to analyze and synthesize information, understand project context and deliverables, complete business analysis activities, document and manage requirements, and other analysis activities. Key...

  • IT Business Systems Analyst

    3 months ago

    Oakland, United States PSG Global Solutions Careers Full time

    Apply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We're looking for an IT Business Systems Analyst, working in IT (excluding Telecommunication) industry in Oakland, California, United States. Partner closely with the various organizations to turn short and long-term business needs into...

  • Strategic Business Continuity Specialist

    1 week ago

    Oakland, California, United States Indotronix International Corporation Full time

    Company OverviewIndotronix International Corporation is a forward-thinking organization dedicated to delivering innovative solutions. We are seeking a skilled Business Continuity Specialist to join our team.Job DescriptionWe require an experienced professional to work with a small group, providing consulting help for their project. This involves...

  • Senior Business Intelligence Analyst

    4 days ago

    Oakland, California, United States Energy Solutions Full time

    As a key member of the Operations team at Energy Solutions, you will play a vital role in driving business growth and success. Our company is dedicated to harnessing market-based programs to deliver large-scale energy, carbon, and water-use savings.We are seeking a highly skilled Senior Data Analyst to join our team. This position offers an excellent...

  • Business Solutions Manager- Oakland

    3 weeks ago

    oakland, United States Michigan Manufacturing Technology Center Full time

    Do you have a strong manufacturing understanding and sales track record? If yes, here is a great opportunity for your consideration.The Business Solutions Manager will be responsible for the territory of Oakland and Livingston Counties. About the CompanySince 1991, the Michigan Manufacturing Technology Center has assisted Michigan's small and medium-sized...

  • Business Solutions Manager- Oakland

    3 weeks ago

    oakland, United States Michigan Manufacturing Technology Center Full time

    Do you have a strong manufacturing understanding and sales track record? If yes, here is a great opportunity for your consideration.The Business Solutions Manager will be responsible for the territory of Oakland and Livingston Counties. About the CompanySince 1991, the Michigan Manufacturing Technology Center has assisted Michigan's small and medium-sized...

  • Senior Business Analyst

    1 week ago

    Oakland, United States inSync Staffing Full time

    Senior Business Analyst 1 year contract $70.00 - $74.00 Hybrid - onsite in Oakland 2-3 days per week Department Overview The Office of the CIO (OCIO) represents the cross-functional IT Management capabilities that enable running the business of IT. The OCIO focuses on supporting IT's operation model by ensuring a consistent, transparent, and efficient...

  • Business Analyst, Senior

    1 week ago

    Oakland, United States Varite Full time

    Description: ONLY SUBMIT CANDIDATES CURRENTLY RESIDING LOCAL TO OAKLAND GO/BAY AREA. WILL BE REQUIRED ON-SITE AT OAKLAND GENERAL OFFICE 2-3 DAYS A WEEK. CLIENT LAPTOP WILL BE ISSUED. Department Overview The Office of the CIO (OCIO) represents the cross-functional IT Management capabilities that enable running the business of IT. The OCIO focuses on...

  • Business Analyst, Senior

    4 days ago

    Oakland, United States Varite Full time

    Pay rate range: $60-70/hr. Description: ONLY SUBMIT CANDIDATES CURRENTLY RESIDING LOCAL TO OAKLAND GO/BAY AREA. WILL BE REQUIRED ON-SITE AT OAKLAND GENERAL OFFICE 2-3 DAYS A WEEK. CLIENT LAPTOP WILL BE ISSUED. Department Overview The Office of the CIO (OCIO) represents the cross-functional IT Management capabilities that enable running the business of IT....

  • Relationship Banker

    17 hours ago

    Oakland, United States Disability Solutions Full time

    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...

  • (Agile1)Business Analyst, Senior

    1 week ago

    Oakland, United States Axelon Full time

    Business Analyst, Senior Oakland, CA- HYBRID 11 Months Pay: $70-80 per hour ONLY SUBMIT CANDIDATES CURRENTLY RESIDING LOCAL TO OAKLAND GO/BAY AREA. WILL BE REQUIRED ON-SITE AT OAKLAND GENERAL OFFICE 2-3 DAYS A WEEK. Description: Position Summary client is seeking a highly motivated Senior Business Analyst to compile and analyze key metrics data to help...

  • (Agile1)Business Analyst, Senior

    6 days ago

    Oakland, United States Axelon Full time

    Business Analyst, Senior Oakland, CA- HYBRID 11 Months Pay: $70-80 per hour Manager looking for Power BI developer(expert level) with background in Finance/Accounting. ONLY SUBMIT CANDIDATES CURRENTLY RESIDING LOCAL TO OAKLAND GO/BAY AREA. WILL BE REQUIRED ON-SITE AT OAKLAND GENERAL OFFICE 2-3 DAYS A WEEK. Description: Position Summary client is seeking...

  • Business Office

    6 months ago

    Oakland, United States MGM Healthcare Full time

    At Oakland Manor, we deliver the highest quality of care for every resident through our most valuable asset: you. We seek compassionate and thoughtful individuals who share our passion for exceptional care in senior living. Oakland Manor partners with a vast network of skilled nursing centers across 3 states to support our small team environment of caring...

  • Chief Growth Strategist

    1 week ago

    Oakland, California, United States Kaiser Permanente Full time

    About the Role">The Vice President of Business Development will play a pivotal role in driving Kaiser Permanente's overall growth agenda. This executive will work closely with the Senior Vice President, Chief Business Development Officer, and other national leadership team members to support marketplace efforts.">Key Responsibilities">Lead the...

  • Marketing & Sales Program Director (SSTB)

    2 months ago

    Oakland, United States EPIP Full time

    Posted on July 07, 2021 Start Small Think Big is a non-profit on a mission to empower and catalyze under-resourced entrepreneurs. Founded 10 years ago in New York City, we have successfully expanded our work to San Francisco, Oakland and San Jose. We are now in the midst of another period of rapid growth and expansion, as we work to replicate our model...