Small Business Financial Specialist

2 weeks ago


Phoenix, Arizona, United States Bank of America Full time

Job Overview:

The Bank of America is seeking a highly skilled Small Business Financial Specialist to join our team. As a key member of our sales force, you will be responsible for working with small business clients to grow and deepen their relationships.

Key Responsibilities:

  • Manage a portfolio of clients and leverage in-depth knowledge of clients' businesses to uncover needs and deliver the appropriate solution
  • Collaborate with sales and support partners across the enterprise and bring in partners at the appropriate time to support a sales opportunity
  • Consult with small business clients to understand their business priorities and provide solutions that meet their needs
  • Provide excellent overall client satisfaction
  • Partner with credit, treasury, and Merrill product partners to ensure quality relationship assessment, prospect needs, and integrate design and execution of financial solutions
  • Build meaningful relationships and partnerships
  • Execute on playbook strategies to achieve performance targets

Requirements:

  • 3-5 years of proven consultative sales experience in financial services, business-to-business sales, or small business banking
  • Ability to operate in a phone-based sales environment
  • Proven track record of enhancing existing client relationships and meeting or exceeding sales goals
  • Proven sales skills and client management experience
  • Must be able to assess and analyze financial conditions of clients and industry trends
  • Ability to understand and interpret financial statements and cash flow analysis
  • Must have excellent verbal and written communication skills and demonstrated leadership ability
  • Capable of partnering and negotiating with team of bank associates to solve client issues
  • Proficient with Microsoft Office Products (Word, Excel, PowerPoint)

About Us:

Bank of America is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We offer a range of financial products and services designed to meet the unique needs of our clients.



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