Small Business Banker

2 weeks ago

Novato, 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 - Novato - 1600 Grant Ave - NOVATO BC (CA4150)

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.

  • Financial Services Advisor

    4 weeks ago

    Novato, California, United States H&R Block Full time

    H&R Block is seeking a highly skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will play a key role in providing exceptional financial services to our clients.About the Role:We are looking for a motivated and results-driven professional with a passion for delivering high-quality service. As a Financial Services...

  • Relationship Banker

    4 weeks ago

    Novato, 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...

  • Relationship Banker

    4 weeks ago

    Novato, CA, United States National Black MBA Association 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...

  • Senior Member Relationship Specialist

    6 days ago

    Novato, United States Redwood Credit Union Full time

    At Redwood Credit Union, we're dedicated to hiring talented individuals who embody the core value of "people helping people." Our collaborative and supportive work environment thrives on service, trust, and cooperation. Since 1950, we've been helping our Members achieve their financial goals, with a focus on providing better rates, low or no fees, and...

  • Senior Member Relationship Specialist

    23 hours ago

    Novato, United States Redwood Credit Union Full time

    At Redwood Credit Union, we're dedicated to hiring talented individuals who embody the core value of "people helping people." Our collaborative and supportive work environment thrives on service, trust, and cooperation. Since 1950, we've been helping our Members achieve their financial goals, with a focus on providing better rates, low or no fees, and...

  • J.P. Morgan Wealth Management

    4 days ago

    Novato, United States JPMorganChase Full time

    Job DescriptionJOB DESCRIPTION At JPMorgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...

  • Data Recovery Technician

    5 months ago

    Novato, United States DriveSavers Full time

    The data recovery technician's responsibilities are key to the overall customer experience as the group it works in performs many different functions to speed each job through the recovery process. Job duties include initial diagnosis of customer hard drives, moving jobs to other groups, backing up data, and managing data on servers as well as other jobs...

  • Global Supply Chain Optimization Specialist

    4 weeks ago

    Novato, California, United States Tucker Parker Smith Group (TPS Group) Full time

    Supply Chain Operations SpecialistAbout the Role:We are seeking a highly skilled Supply Chain Operations Specialist to join our team at Tucker Parker Smith Group (TPS Group). In this role, you will play a critical part in ensuring seamless product supply from contract manufacturing organizations (CMOs) for clinical and commercial drug products.About You:To...

  • Tucker Parker Smith Group

    1 month ago

    novato, United States Tucker Parker Smith Group (TPS Group) Full time

    GEO Operations Support Location: Novato, CA, (Open to Remote)12 month Assignment (Potential to extend) Pay rate: $43/hr. On behalf of our client a global leader in developing transformative therapies for patients with severe and life-threatening rare genetic diseases. We are seeking for a candidate that will join the Technical Operations group ensuring the...

  • Account Executive

    1 month ago

    Novato, United States Aramark Uniform Services Full time

    Are you a driven, competitive sales professional who thrives working outside of the office?Vestis (formerly Aramark Uniform Services) is seeking skilled Account Executives to join our team.At Vestis, we deliver uniforms and workplace supplies that empower people to do good work and good things for others while at work.We know nothing happens until you make...

  • Customer Care Representative

    3 weeks ago

    Novato, United States DriveSavers Data Recovery Full time

    Customer Care representatives are a critical part of the team at DriveSavers who help communicate with individuals who have experienced data loss, by walking them through the process in order to understand the complexities of recovering data from damaged devices. We're looking for effective communicators with a passion for both written and verbal...

  • Customer Care Representative

    3 weeks ago

    Novato, United States DriveSavers Data Recovery Full time

    Customer Care representatives are a critical part of the team at DriveSavers who help communicate with individuals who have experienced data loss, by walking them through the process in order to understand the complexities of recovering data from damaged devices. We're looking for effective communicators with a passion for both written and verbal...

  • Account Executive

    2 weeks ago

    Novato, United States Aramark Uniform Services Full time

    Are you a driven, competitive sales professional who thrives working outside of the office? Vestis (formerly Aramark Uniform Services) is seeking skilled Account Executives to join our team. At Vestis, we deliver uniforms and workplace supplies that empower people to do good work and good things for others while at work. We know nothing happens until you...

  • Account Executive

    1 month ago

    Novato, United States Aramark Uniform Services Full time

    Are you a driven, competitive sales professional who thrives working outside of the office? Vestis (formerly Aramark Uniform Services) is seeking skilled Account Executives to join our team. At Vestis, we deliver uniforms and workplace supplies that empower people to do good work and good things for others while at work. We know nothing happens until you...

  • Data Recovery Specialist

    1 month ago

    Novato, California, United States DriveSavers Data Recovery Full time

    DriveSavers Data Recovery Job DescriptionWe offer a Competitive Salary: $65,000 - $85,000 per year, depending on experience.Job OverviewWe are seeking a skilled Data Recovery Engineer to join our team at DriveSavers Data Recovery. As a key member of our team, you will be responsible for recovering irreplaceable data from damaged or corrupted devices, hard...

  • Account Executive

    23 hours ago

    Novato, United States VESTIS Full time

    Description Are you a driven, competitive sales professional who thrives working outside of the office? Vestis (formerly Aramark Uniform Services) is seeking skilled Account Executives to join our team. At Vestis, we deliver uniforms and workplace supplies that empower people to do good work and good things for others while at work. We know nothing happens...

  • Account Executive

    24 hours ago

    Novato, United States VESTIS Full time

    Description Are you a driven, competitive sales professional who thrives working outside of the office? Vestis (formerly Aramark Uniform Services) is seeking skilled Account Executives to join our team. At Vestis, we deliver uniforms and workplace supplies that empower people to do good work and good things for others while at work. We know nothing happens...

  • Office Coordinator Senior

    2 weeks ago

    Novato, California, United States City of Novato, CA Full time

    About Us:The City of Novato is a vibrant and diverse community, located in the heart of Marin County, California. Our city is known for its stunning natural beauty, rich history, and small-town charm. We are proud to be a leader in sustainability, innovation, and community engagement. Key Responsibilities:* Provide administrative support to an assigned...

  • Customer Service Representative for South Novato Animal Hospital

    3 weeks ago

    Novato, United States South Novato Animal Hospital Full time

    South Novato Animal Hospital is seeking a caring and professional Veterinary Receptionist/Customer Service representative to join our team. We have been serving the community for over 30 years. We are a small (but growing!) team that takes great pride in the high quality of care we provide to our patients and clients. We are looking for an experienced...

  • Customer Service Representative for South Novato Animal Hospital

    3 weeks ago

    Novato, United States South Novato Animal Hospital Full time

    South Novato Animal Hospital is seeking a caring and professional Veterinary Receptionist/Customer Service representative to join our team. We have been serving the community for over 30 years. We are a small (but growing!) team that takes great pride in the high quality of care we provide to our patients and clients. We are looking for an experienced...